P 401(k) Plan Report

Stable plan record

HELLER PRIVATE WEALTH LLC 401(K) PLAN

Sponsored by HELLER PRIVATE WEALTH LLC · EIN/PN 884284015-001

Selected filing history

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

Employer money per active participant
2025
$5,288
Administrative cost per participant
2025
$25
Active participants
2025
3
Total plan assets
2025
$49,935
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260429220137NAL00108674090723$5,288
Public filing identifier

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