Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
HEART & SPOKE, LLC
EIN 99-3782994Accommodation and Food ServicesLatest filing 2025
Plans
2
Retirement
2
$512K assets
Welfare
0
Participants
53
44 W PATENT RD - BEDFORD HILLS, NY 10507212-228-1672
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $512K assets / 53 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#003
HEART & SPOKE, LLC CASH BALANCE PLAN
CashBalance
Assets$314K
Participants26
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
HEART & SPOKE, LLC PROFIT SHARING PLAN
ProfitSharing
Assets$198K
Participants27
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | HEART & SPOKE, LLC CASH BALANCE PLAN | CashBalance | $314K | 26 | 2025 | |
| 002 | HEART & SPOKE, LLC PROFIT SHARING PLAN | ProfitSharing | $198K | 27 | 2025 |
Retirement plans