Sponsor portfolio
HEATH KILPATRICK INSURANCE AGENCY INC
EIN 26-4795515Finance and InsuranceLatest filing 2025
Plans
1
Retirement
1
$790K assets
Welfare
0
Participants
7
5200 FOUNTAINS DR. NE, STE 108 - CEDAR RAPIDS, IA 52411319-743-3131
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 | |
|---|---|---|---|---|---|---|
| 001 | HEATH KILPATRICK AGENCY 401(K) PLAN | 401k | $790K | 7 | 2025 |
Retirement plans