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Sponsor portfolio

HEENAN LAW FIRM, PLLC

EIN 26-1084729-law practice-Latest filing 2025
Plans
2
Retirement
2
$6.8M assets
Welfare
0
Participants
32
2224 MONTANA AVENUE - BILLINGS, MT 59101406-839-9091lawmontana.comLinkedIn1-10 employeeslaw practice
Plans on this EIN
2 filings
#001401k-$5.0M - 20 part#002TraditionalDB-$1.9M - 12 part

Retirement portfolio analytics

2 plans aggregated / $6.8M assets / 32 participants

Assets by plan

Share of aggregate retirement assets

72%top
  • PLLC 401K PLAN (#001)72%
  • COOK, PLLC PENSION (#002)28%
Total $6.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLLC 401K PLAN (#001)20
  • COOK, PLLC PENSION (#002)12
Total 32Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

HEENAN & COOK, PLLC 401K PLAN

401k

Assets$5.0M
Participants20
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

HEENAN & COOK, PLLC PENSION PLAN

TraditionalDB

Assets$1.9M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001HEENAN & COOK, PLLC 401K PLAN401k$5.0M202025
002HEENAN & COOK, PLLC PENSION PLANTraditionalDB$1.9M122024
Retirement plans
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