Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
STOTTLER HENKE ASSOCIATES, INC.
EIN 94-3122641computer softwareLatest filing 2025
Plans
2
Retirement
2
$22.8M assets
Welfare
0
Participants
105
1650 S. AMPHLETT BLVD. SUITE 300 - SAN MATEO, CA 94402650-931-2700stottlerhenke.comLinkedIn51-200 employeescomputer software
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $22.8M assets / 105 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
STOTTLER HENKE ASSOCIATES, INC. 401(K) PLAN
401k
Assets$19.9M
Participants54
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
STOTTLER HENKE ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$2.9M
Participants51
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | STOTTLER HENKE ASSOCIATES, INC. 401(K) PLAN | 401k | $19.9M | 54 | 2025 | |
| 002 | STOTTLER HENKE ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $2.9M | 51 | 2024 |
Retirement plans