Sponsor portfolio
HEICK HESTER SMITH & ASSOCIATES,
EIN 61-1275187investment bankingLatest filing 2025
Plans
2
Retirement
1
$8.7M assets
Welfare
1
Participants
82
408 BLANKENBAKER PKWY, SUITE 100 - LOUISVILLE, KY 40243502-489-6900LinkedIn1-10 employeesinvestment banking
Plans on this EIN
2 filingsPlan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CARDINAL POINTE FINANCIAL GROUP 401(K) PLAN
401k
Assets$8.7M
Participants46
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#501
HEICK HESTER SMITH & ASSOCIATES LLC CBS BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CARDINAL POINTE FINANCIAL GROUP 401(K) PLAN | 401k | $8.7M | 46 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | HEICK HESTER SMITH & ASSOCIATES LLC CBS BENEFIT PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans