P 401(k) Plan Report
P 401(k) Plan Report

Stable plan record

BLUE HERON ASSET MANAGEMENT 401(K) PLAN

Sponsored by BLUE HERON ASSET MANAGEMENT, LLC · EIN/PN 453143777-001

Selected filing history

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

Employer money per active participant
2025
$7,762
Administrative cost per participant
2025
$73
Active participants
2025
15
Total plan assets
2025
$2,301,000
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260714081840NAL000158289800115$7,762
Public filing identifier

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