PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. HEATHER B MOORE
Sponsor portfolio

HEATHER B MOORE

EIN 11-3468983-luxury goods & jewelry-Latest filing 2025
Plans
2
Retirement
1
$917K assets
Welfare
1
Participants
68
4502 PROSPECT ROAD - CLEVELAND, OH 44103678-860-0034heatherbmoore.comLinkedIn11-50 employeesluxury goods & jewelry
Plans on this EIN
2 filings
#001401k-$917K - 68 part#501Self Funded-0 lives

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

HBMI 401K PLAN

401k

Assets$917K
Participants68
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HEATHER B MOORE SOCA BENEFIT PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001HBMI 401K PLAN401k$917K682024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HEATHER B MOORE SOCA BENEFIT PLANSelf Funded-$002025
Retirement plans
Welfare 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