Sponsor portfolio
HEARTHSTONE CAPITAL, INC.
EIN 86-3027025financial servicesLatest filing 2025
Plans
1
Retirement
1
$1.1M assets
Welfare
0
Participants
2
3322 DESERT INN DR - MONTGOMERY, TX 77356832-474-1444hearthstonefinancial.comLinkedIn1-10 employeesfinancial services
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 | HEARTHSTONE CAPITAL, INC. 401(K) PLAN | 401k | $1.1M | 2 | 2025 |
Retirement plans