3 Hearts Llc 401(k) Plan
Sponsored by 3 Hearts Llc · EIN 473665958 · Plan #001
- Total assets
- $197K
- Net assets
- $197K
- Active participants
- 84
- With balances
- 102
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Stadion Money Management, Llc CRD 112608 | deterministic · 100% | 2024 |
| Mesirow Financial Investment Management, Inc. CRD 111135 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ameritas Life Insurance Corp. | Recordkeeping, Recordkeeping fees, Direct payment from the plan | $4,505 |
| Stadion Money Management, Llc | Investment management, Investment management fees (direct) | $41 |
| Mesirow Financial Invest. Mgmt, Inc | Investment advisory (plan), Direct payment from the plan | $29 |