Assets by plan
Share of aggregate retirement assets
Filings through .
Hoge, Fenton, Jones & Appel. Inc.
EIN 94-1688588Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$34.6M assets
Health & Benefits
0
Participants
125
55 SOUTH MARKET STREET, SUITE 900 - SAN JOSE, CA 95113408-287-9501
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $34.6M assets / 125 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
HOGE, FENTON, JONES & APPEL, INC. EMPLOYEES' PROFIT SHARING AND SALARY DEFERRAL
401(k)
Assets$26.4M
Participants79
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003
HOGE, FENTON, JONES & APPEL, INC. ASSOCIATES AND OF COUNSEL 401(K) PLAN
401(k)
Assets$8.1M
Participants46
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | HOGE, FENTON, JONES & APPEL, INC. EMPLOYEES' PROFIT SHARING AND SALARY DEFERRAL | 401(k) | $26.4M | 79 | 2025 |
| #003 | HOGE, FENTON, JONES & APPEL, INC. ASSOCIATES AND OF COUNSEL 401(K) PLAN | 401(k) | $8.1M | 46 | 2025 |
- #002 · 401(k) · 202579
- #003 · 401(k) · 202546
Retirement plans