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  2. Heineke & Associates, Inc.

Filings through Oct 24, 2026.

Heineke & Associates, Inc.

EIN 62-1474604-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
1
Retirement
1
$682K assets
Health & Benefits
0
Participants
7
7850 STAGE HILLS BOULEVARD, SUITE 107 - BARTLETT, TN 38133901-373-3289
Plans on this EIN
1 filing
#001401(k)-$682K - 7 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

HEINEKE & ASSOCIATES, INC. RETIREMENT SAVINGS PLAN

401(k)

Assets$682K
Participants7
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001HEINEKE & ASSOCIATES, INC. RETIREMENT SAVINGS PLAN401(k)$682K72025
  • HEINEKE & ASSOCIATES, INC. RETIREMENT SAVINGS PLAN$682K
    #001 · 401(k) · 20257
Retirement plans
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