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HEATON HOPPES GROUP, LLC

EIN 47-1091211-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$1.1M assets
Welfare
0
Participants
7
411 VIKING ROAD, SUITE A - CEDAR FALLS, IA 50613319-266-6507
Plans on this EIN
1 filing
#001401k-$1.1M - 7 part

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Retirement#001

CEDAR VALLEY WEALTH ADVISORS 401(K) PROFIT SHARING PLAN

401k

Assets$1.1M
Participants7
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CEDAR VALLEY WEALTH ADVISORS 401(K) PROFIT SHARING PLAN401k$1.1M72025
Retirement plans
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