P 401(k) Plan Report

Stable plan record

HEARTWOOD PARTNERS RETIREMENT PLAN

Sponsored by HEARTWOOD PARTNERS, LLC · EIN/PN 133109595-001

Selected filing history

These charts use the selected public filing for each year and keep unreported values blank.

Employer money per active participant
2025
$7,383
Administrative cost per participant
2025
$8
Active participants
2025
31
Total plan assets
2025
$13,652,700
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260708090232NAL002054881700131$7,383
Public filing identifier

The EIN and plan number are public filing identifiers. 401(k) Plan Report does not expose unrelated personal data.