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Sponsor portfolio

HS INVESTMENT VENTURES LLC

EIN 45-4093684-Other Services (except Public Administration)-Latest filing 2024
Plans
3
Retirement
3
$1.1M assets
Welfare
0
Participants
30
285 EAST MAIN STREET, PO BOX 57 - KIRKERSVILLE, OH 43033740-927-6900
Plans on this EIN
3 filings
#003CashBalance-$571K - 7 part#001401k-$520K - 16 part#002ProfitSharing-$31K - 7 part

Retirement portfolio analytics

3 plans aggregated / $1.1M assets / 30 participants

Assets by plan

Share of aggregate retirement assets

51%top
  • CASH BALANCE PLAN (#003)51%
  • VENTURES LLC 401(K) (#001)46%
  • PROFIT SHARING PLAN (#002)3%
Total $1.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • VENTURES LLC 401(K) (#001)16
  • CASH BALANCE PLAN (#003)7
  • PROFIT SHARING PLAN (#002)7
Total 30Click 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#003

HS INVESTMENT VENTURES, LLC CASH BALANCE PLAN

CashBalance

Assets$571K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

HS INVESTMENT VENTURES LLC 401(K) PLAN

401k

Assets$520K
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

HS INVESTMENT VENTURES, LLC PROFIT SHARING PLAN

ProfitSharing

Assets$31K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
003HS INVESTMENT VENTURES, LLC CASH BALANCE PLANCashBalance$571K72024
001HS INVESTMENT VENTURES LLC 401(K) PLAN401k$520K162024
002HS INVESTMENT VENTURES, LLC PROFIT SHARING PLANProfitSharing$31K72024
Retirement plans
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