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Sponsor portfolio

BLUE HERON PROFESSIONAL GROUP, LLC

EIN 82-2827274-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$581K assets
Welfare
0
Participants
7
3601 MINNESOTA DRIVE, SUITE 925 - BLOOMINGTON, MN 55435952-852-1293
Plans on this EIN
1 filing
#001401k-$581K - 7 part

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Retirement#001

BLUE HERON WEALTH PARTNERS 401(K) RETIREMENT SAVINGS PLAN

401k

Assets$581K
Participants7
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BLUE HERON WEALTH PARTNERS 401(K) RETIREMENT SAVINGS PLAN401k$581K72025
Retirement plans
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