Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
H.E. BANKS & ASSOCIATES
EIN 94-3402844Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$3.4M assets
Welfare
0
Participants
43
461 2ND STREET, #659 - SAN FRANCISCO, CA 94107415-618-0855
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.4M assets / 43 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
H.E. BANKS & ASSOCIATES 401(K) PLAN
401k
Assets$2.1M
Participants25
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
H.E. BANKS & ASSOCIATES CASH BALANCE PLAN
CashBalance
Assets$1.3M
Participants18
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 | H.E. BANKS & ASSOCIATES 401(K) PLAN | 401k | $2.1M | 25 | 2025 | |
| 002 | H.E. BANKS & ASSOCIATES CASH BALANCE PLAN | CashBalance | $1.3M | 18 | 2024 |
Retirement plans