Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
THE HEART TEAM, LLC
EIN 81-5123110Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$618K assets
Welfare
0
Participants
17
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $618K assets / 17 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
THE HEART TEAM CASH BALANCE PENSION PLAN
CashBalance
Assets$437K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
THE HEART TEAM 401(K) RETIREMENT SAVINGS PLAN
401k
Assets$181K
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | THE HEART TEAM CASH BALANCE PENSION PLAN | CashBalance | $437K | 4 | 2024 | |
| 001 | THE HEART TEAM 401(K) RETIREMENT SAVINGS PLAN | 401k | $181K | 13 | 2025 |
Retirement plans