P 401(k) Plan Report

Stable plan record

HEREDITAS WEALTH MANAGEMENT LL 401(K) PROFIT SHARING PLAN & TRUST

Sponsored by HEREDITAS WEALTH MANAGEMENT LL · EIN/PN 884400620-001

Selected filing history

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

Employer money per active participant
2025
$1,866
Administrative cost per participant
2025
$434
Active participants
2025
3
Total plan assets
2025
$566,934
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260513092726NAL00149900020013$1,866
Public filing identifier

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