P 401(k) Plan Report

Stable plan record

BLUE HERON CAPITAL MANAGEMENT, LLC 401(K) PLAN

Sponsored by BLUE HERON CAPITAL MANAGEMENT, LLC · EIN/PN 901027314-001

Selected filing history

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

Employer money per active participant
2025
$8,674
Administrative cost per participant
2025
$9
Active participants
2025
6
Total plan assets
2025
$2,046,659
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260716130225NAL00033424990016$8,674
Public filing identifier

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