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Sponsor portfolio

HEART & MIND STRATEGIES, LLC

EIN 80-0196382-research-Latest filing 2025
Plans
1
Retirement
1
$14.1M assets
Welfare
0
Participants
57
11110 SUNSET HILLS RD, #2175 - RESTON, VA 20195571-201-8733heartandmindstrategies.comLinkedIn11-50 employeesresearch
Plans on this EIN
1 filing
#001401k-$14.1M - 57 part

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Retirement#001

HEART & MIND STRATEGIES, LLC 401(K) PLAN

401k

Assets$14.1M
Participants57
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001HEART & MIND STRATEGIES, LLC 401(K) PLAN401k$14.1M572025
Retirement plans
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