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Sponsor portfolio

HIEBEL & SONS, LLC DBA THE SARATOGA WINE EXCHANGE

EIN 14-1796284-Retail Trade-Latest filing 2024
Plans
2
Retirement
2
$414K assets
Welfare
0
Participants
29
43 ROUND LAKE ROAD, SUITE 3 - BALLSTON LAKE, NY 12019518-522-4283
Plans on this EIN
2 filings
#002401k-$412K - 28 part#001CashBalance-$2K - 1 part

Retirement portfolio analytics

2 plans aggregated / $414K assets / 29 participants

Assets by plan

Share of aggregate retirement assets

99%top
  • SARATOGA WINE 401(K) (#002)99%
  • CASH BALANCE PLAN (#001)1%
Total $414KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SARATOGA WINE 401(K) (#002)28
  • CASH BALANCE PLAN (#001)1
Total 29Click 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

SARATOGA WINE 401(K) PLAN

401k

Assets$412K
Participants28
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

HIEBEL & SONS, LLC CASH BALANCE PLAN

CashBalance

Assets$2K
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002SARATOGA WINE 401(K) PLAN401k$412K282024
001HIEBEL & SONS, LLC CASH BALANCE PLANCashBalance$2K12024
Retirement plans
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