P 401(k) Plan Report

Stable plan record

SCOTT HERON 401(K) PLAN

Sponsored by SCOTT HERON, CFP, CMFC, CHFC · EIN/PN 770439714-001

Selected filing history

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

Employer money per active participant
2025
$13,746
Administrative cost per participant
2025
$446
Active participants
2025
3
Total plan assets
2025
$3,950,268
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260323123053NAL00015577440013$13,746
Public filing identifier

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