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  2. HEICHEL PLUMBING INC.
Sponsor portfolio

HEICHEL PLUMBING INC.

EIN 99-3635918-construction-Latest filing 2024
Plans
2
Retirement
2
$11.8M assets
Welfare
0
Participants
366
1260 MARSHALL FARMS RD - OCOEE, FL 34761407-656-7073heichelplumbing.comLinkedIn51-200 employeesconstruction
Plans on this EIN
2 filings
#002ESOP-$9.4M - 196 part#001401k-$2.4M - 170 part

Retirement portfolio analytics

2 plans aggregated / $11.8M assets / 366 participants

Assets by plan

Share of aggregate retirement assets

80%top
  • EMPLOYEE STOCK OWNERSHIP (#002)80%
  • INC. 401K PLAN (#001)20%
Total $11.8MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
80%top
  • (Not disclosed)80%
  • JOHN HANCOCK LIFE INSURANCE COMPANY20%
Total $11.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#002)196
  • INC. 401K PLAN (#001)170
Total 366Click 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

HEICHEL PLUMBING EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$9.4M
Participants196
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

HEICHEL PLUMBING INC. 401K PLAN

401k

Assets$2.4M
Participants170
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002HEICHEL PLUMBING EMPLOYEE STOCK OWNERSHIP PLANESOP$9.4M1962024
001HEICHEL PLUMBING INC. 401K PLAN401k$2.4M1702024
Retirement plans
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