P 401(k) Plan Report

Stable plan record

BLUE HERON WEALTH PARTNERS 401(K) RETIREMENT SAVINGS PLAN

Sponsored by BLUE HERON PROFESSIONAL GROUP, LLC · EIN/PN 822827274-001

Selected filing history

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

Employer money per active participant
2025
$3,839
Administrative cost per participant
2025
$990
Active participants
2025
7
Total plan assets
2025
$580,725
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260722190312NAL00126772970017$3,839
Public filing identifier

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