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STERN & HEATWOLE FINANCIAL GROUP, P.C.

EIN 54-2043251-financial services-Latest filing 2025
Plans
1
Retirement
1
$6.1M assets
Welfare
0
Participants
8
305 LUCY DRIVE - HARRISONBURG, VA 22801540-438-0547sternheatwole.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$6.1M - 8 part

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Retirement#001

STERN & HEATWOLE FG PROFIT SHARING PLAN

401k

Assets$6.1M
Participants8
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001STERN & HEATWOLE FG PROFIT SHARING PLAN401k$6.1M82025
Retirement plans
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