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HEARTWOOD PARTNERS, LLC

EIN 13-3109595-investment management-Latest filing 2025
Plans
1
Retirement
1
$13.7M assets
Welfare
0
Participants
38
301 MERRITT 7, 3RD FLOOR - NORWALK, CT 06851203-625-0770heartwoodpartners.comLinkedIn11-50 employeesinvestment management
Plans on this EIN
1 filing
#001401k-$13.7M - 38 part

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Retirement#001

HEARTWOOD PARTNERS RETIREMENT PLAN

401k

Assets$13.7M
Participants38
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001HEARTWOOD PARTNERS RETIREMENT PLAN401k$13.7M382025
Retirement plans
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