Assets by plan
Share of aggregate retirement assets
73%top
Filings through .
Sponsor portfolio
Lionheart Financial Ltd
EIN 36-4504467financial servicesLatest filing 2025
Plans
2
Retirement
2
$832K assets
Welfare
0
Participants
11
11146 FRONT ST - MOKENA, IL 604481525708-351-3472lionheartfinancialltd.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $832K assets / 11 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
LIONHEART FINANCIAL CASH BALANCE PLAN
Cash balance
Assets$608K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
LIONHEART FINANCIAL LTD 401(K) PROFIT SHARING PLAN & TRUST
401(k)
Assets$225K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | LIONHEART FINANCIAL CASH BALANCE PLAN | Cash balance | $608K | 2 | 2025 | |
| 001 | LIONHEART FINANCIAL LTD 401(K) PROFIT SHARING PLAN & TRUST | 401(k) | $225K | 9 | 2025 |
Retirement plans