Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
W STEVEN HEISE
EIN 33-0886344Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$158K assets
Welfare
0
Participants
10
1425 W FOOTHILL BLVD. SUITE 300, SUITE 300 - UPLAND, CA 91786909-260-2649
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $158K assets / 10 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
W STEVEN HEISE 401(K) PROFIT SHARING PLAN
401k
Assets$83K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
W. STEVEN HEISE PROFIT SHARING PLAN
ProfitSharing
Assets$75K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | W STEVEN HEISE 401(K) PROFIT SHARING PLAN | 401k | $83K | 6 | 2024 | |
| 002 | W. STEVEN HEISE PROFIT SHARING PLAN | ProfitSharing | $75K | 4 | 2024 |
Retirement plans