PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. HR FUNDING SOUTH LLC
Sponsor portfolio

HR FUNDING SOUTH LLC

EIN 99-3557837-Finance and Insurance-Latest filing 2025
Plans
2
Retirement
2
$902K assets
Welfare
0
Participants
19
4532 CHERRY HILL, #505 - ARLINGTON, VA 22207703-755-5977
Plans on this EIN
2 filings
#001401k-$611K - 10 part#002CashBalance-$290K - 9 part

Retirement portfolio analytics

2 plans aggregated / $902K assets / 19 participants

Assets by plan

Share of aggregate retirement assets

68%top
  • PROFIT SHARING PLAN (#001)68%
  • CASH BALANCE PLAN (#002)32%
Total $902KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)10
  • CASH BALANCE PLAN (#002)9
Total 19Click 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#001

HR FUNDING SOUTH LLC 401(K) PROFIT SHARING PLAN

401k

Assets$611K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

HR FUNDING SOUTH LLC CASH BALANCE PLAN

CashBalance

Assets$290K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001HR FUNDING SOUTH LLC 401(K) PROFIT SHARING PLAN401k$611K102025
002HR FUNDING SOUTH LLC CASH BALANCE PLANCashBalance$290K92024
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica