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  2. Kendall/Heaton Associates, Inc.

Filings through Oct 24, 2026.

Kendall/Heaton Associates, Inc.

EIN 74-1977315-architecture & planning-Latest filing 2025
Plans
1
Retirement
1
$34.9M assets
Health & Benefits
0
Participants
64
3050 POST OAK BLVD., SUITE 1000 - HOUSTON, TX 770566525713-877-1192kendall-heaton.comLinkedIn51-200 employeesarchitecture & planning
Plans on this EIN
1 filing
#001Profit-sharing-$34.9M - 64 part

Plan summaries

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

Retirement#001

KENDALL/HEATON ASSOCIATES, INC. PROFIT SHARING PLAN

Profit-sharing

Assets$34.9M
Participants64
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
#001KENDALL/HEATON ASSOCIATES, INC. PROFIT SHARING PLANProfit-sharing$34.9M642025
  • KENDALL/HEATON ASSOCIATES, INC. PROFIT SHARING PLAN$34.9M
    #001 · Profit-sharing · 202564
Retirement plans
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