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  2. Judith Heft & Associates

Filings through Oct 24, 2026.

Sponsor portfolio

Judith Heft & Associates

EIN 38-3717599-accounting-Latest filing 2024
Plans
1
Retirement
1
$55K assets
Welfare
0
Participants
5
1111 SUMMER ST, FLOOR 6 - STAMFORD, CT 06905203-978-1858judithheft.comLinkedIn1-10 employeesaccounting
Plans on this EIN
1 filing
#001401(k)-$55K - 5 part

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Retirement#001

JUDITH HEFT & ASSOCIATES RETIREMENT TRUST

401(k)

Assets$55K
Participants5
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001JUDITH HEFT & ASSOCIATES RETIREMENT TRUST401(k)$55K52024
Retirement plans
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