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  2. Heine & Kim Fiduciary Partners LLC

Filings through Oct 24, 2026.

Heine & Kim Fiduciary Partners LLC

EIN 83-2218215-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
1
Retirement
1
$1.2M assets
Health & Benefits
0
Participants
5
5 PONDS LANE - PURCHASE, NY 10577203-293-3515
Plans on this EIN
1 filing
#001401(k)-$1.2M - 5 part

Plan summaries

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

Retirement#001

HEINE & KIM FIDUCIARY PARTNERS LLC 401K PLAN

401(k)

Assets$1.2M
Participants5
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
#001HEINE & KIM FIDUCIARY PARTNERS LLC 401K PLAN401(k)$1.2M52025
  • HEINE & KIM FIDUCIARY PARTNERS LLC 401K PLAN$1.2M
    #001 · 401(k) · 20255
Retirement plans
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