Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
HALDEMAN & FRAZIER, INC.
EIN 95-2809394medical devicesLatest filing 2024
Plans
2
Retirement
2
$4.4M assets
Welfare
0
Participants
4
1313 FLANDERS ROAD - LA CANADA, CA 91011818-207-7174haldemanandfrazier.comLinkedIn1-10 employeesmedical devices
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.4M assets / 4 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#002
HALDEMAN & FRAZIER, INC. RETIREMENT PLAN
TraditionalDB
Assets$2.8M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
HALDEMAN & FRAZIER, INC. RETIREMENT PLAN
ProfitSharing
Assets$1.5M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | HALDEMAN & FRAZIER, INC. RETIREMENT PLAN | TraditionalDB | $2.8M | 2 | 2024 | |
| 001 | HALDEMAN & FRAZIER, INC. RETIREMENT PLAN | ProfitSharing | $1.5M | 2 | 2024 |
Retirement plans