Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BLUE HERON VENTURES, INC.
EIN 56-2480602investment managementLatest filing 2024
Plans
2
Retirement
2
$6.3M assets
Welfare
0
Participants
35
6300 WILSHIRE BOULEVARD, SUITE 880 - LOS ANGELES, CA 90048310-772-0200blue-heron-ventures.comLinkedIn1-10 employeesinvestment management
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.3M assets / 35 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#002
BLUE HERON VENTURES CASH BALANCE PLAN
CashBalance
Assets$3.5M
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
BLUE HERON VENTURES, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$2.8M
Participants18
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | BLUE HERON VENTURES CASH BALANCE PLAN | CashBalance | $3.5M | 17 | 2024 | |
| 001 | BLUE HERON VENTURES, INC. 401(K) PROFIT SHARING PLAN | 401k | $2.8M | 18 | 2024 |
Retirement plans