Assets by plan
Share of aggregate retirement assets
Filings through .
2 plans aggregated / $6.8M assets / 32 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
Traditional DB
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | HEENAN & COOK, PLLC 401K PLAN | 401(k) | $5.0M | 20 | 2025 |
| #002 | HEENAN & COOK, PLLC PENSION PLAN | Traditional DB | $1.9M | 12 | 2024 |