Sponsor portfolio
KENDALL/HEATON ASSOCIATES, INC.
EIN 74-1977315architecture & planningLatest filing 2025
Plans
1
Retirement
1
$34.9M assets
Welfare
0
Participants
64
3050 POST OAK BLVD., SUITE 1000 - HOUSTON, TX 770566525713-877-1192kendall-heaton.comLinkedIn51-200 employeesarchitecture & planning
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | KENDALL/HEATON ASSOCIATES, INC. PROFIT SHARING PLAN | ProfitSharing | $34.9M | 64 | 2025 |
Retirement plans