Original filing (PDF)20251112120607NAL0000168274001

HIEBEL & SONS, LLC DBA THE SARATOGA WINE EXCHANGE

Name: HIEBEL & SONS, LLC DBA THE SARATOGA WINE EXCHANGE — HIEBEL & SONS, LLC CASH BALANCE PLAN, Form 5500 (2024)
Creator: HIEBEL & SONS, LLC DBA THE SARATOGA WINE EXCHANGE

Form 5500-SF

FILING_RECEIVED

HIEBEL & SONS, LLC CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HIEBEL & SONS, LLC DBA THE SARATOGA WINE EXCHANGE.

Plan sponsor

Name

HIEBEL & SONS, LLC DBA THE SARATOGA WINE EXCHANGE

EIN

14-1796284

Address

43 ROUND LAKE ROAD, SUITE 3 · BALLSTON LAKE, NY · 12019

Phone

(518) 522-4283

Industry

Retail Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2025-01-01

Tax period

2025-01-02

Filed

2025-11-12

Pension benefit codes

1C · Cash balance or similar hybrid DB

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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