P 401(k) Plan Report

Stable plan record

LORI HEAPHY & ASSOCIATES, LLC 401(K) PLAN

Sponsored by LORI HEAPHY & ASSOCIATES, L.L.C. · EIN/PN 900456617-001

Selected filing history

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

Employer money per active participant
2025
$2,401
Administrative cost per participant
2025
$660
Active participants
2025
4
Total plan assets
2025
$401,744
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260507081638NAL00027673610014$2,401
Public filing identifier

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