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Sponsor portfolio

HEBE LLC

EIN 82-4853169-Other Services (except Public Administration)-Latest filing 2024
Plans
2
Retirement
2
$1.2M assets
Welfare
0
Participants
25
1131 MAIN STREET - FISHKILL, NY 12524845-765-8181
Plans on this EIN
2 filings
#001401k-$647K - 15 part#002CashBalance-$509K - 10 part

Retirement portfolio analytics

2 plans aggregated / $1.2M assets / 25 participants

Assets by plan

Share of aggregate retirement assets

56%top
  • PLAN AND TRUST (#001)56%
  • CASH BALANCE PLAN (#002)44%
Total $1.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#001)15
  • CASH BALANCE PLAN (#002)10
Total 25Click 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#001

HEBE LLC 401K PROFIT SHARING PLAN AND TRUST

401k

Assets$647K
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

HEBE LLC CASH BALANCE PLAN

CashBalance

Assets$509K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001HEBE LLC 401K PROFIT SHARING PLAN AND TRUST401k$647K152024
002HEBE LLC CASH BALANCE PLANCashBalance$509K102024
Retirement plans
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