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Sponsor portfolio

PHILIP E HENANN

EIN 99-0406845-Retail Trade-Latest filing 2025
Plans
2
Retirement
2
$289K assets
Welfare
0
Participants
10
8927 STARHAVEN CV - BOYNTON BEACH, FL 33473954-410-2512
Plans on this EIN
2 filings
#002CashBalance-$206K - 3 part#001401k-$83K - 7 part

Retirement portfolio analytics

2 plans aggregated / $289K assets / 10 participants

Assets by plan

Share of aggregate retirement assets

71%top
  • CASH BALANCE PLAN (#002)71%
  • E HENANN 401(K) (#001)29%
Total $289KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • E HENANN 401(K) (#001)7
  • CASH BALANCE PLAN (#002)3
Total 10Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

PHILIP E HENANN CASH BALANCE PLAN

CashBalance

Assets$206K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

PHILIP E HENANN 401(K) PLAN

401k

Assets$83K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002PHILIP E HENANN CASH BALANCE PLANCashBalance$206K32025
001PHILIP E HENANN 401(K) PLAN401k$83K72025
Retirement plans
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