Sandi Martin signed 3 Hearts LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
3 Hearts LLC's EIN is 47-3665958.
Download the official 2024 Form 5500 (PDF) for 3 Hearts LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)3 Hearts LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERITAS LIFE INSURANCE CORP. | 47-0098400 | — | BUNDLED RECORDKEEPER | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STADION MONEY MANAGEMENT, LLC | 45-1564286 | — | MANAGED ACCOUNT PROVIDER | $41 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Ameritas Life Insurance Corp | Common Stocks | — | — | $197K | 100.0% | |
| AMERITAS SEPARATE ACCOUNT G AMERITAS LIFE INSURANCE CORP · EIN 47-0098400 / PN 003 | Pooled Separate Account | — | — | $192K | 97.6% | |
| Loans | Other securities | — | — | $4K | 2.2% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MESIROW FINANCIAL INVEST. MGMT, INC | 36-3429599 | — | 3(21) FIDUCIARY | $29 | — |
