Sponsor portfolio
HERON CAPITAL MANAGEMENT CO
EIN 20-3122263Finance and InsuranceLatest filing 2025
Plans
1
Retirement
1
$387K assets
Welfare
0
Participants
2
9245 N MERIDIAN STREET - INDIANAPOLIS, IN 46260317-417-6245
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | HERON CAPITAL 401(K) PLAN | 401k | $387K | 2 | 2025 |
Retirement plans