What public Form 5500 filings show about the Blue Heron Professional Group, LLC 401(k) plan — and how to find and check your own account.
Blue Heron Professional Group, LLC (EIN 82-2827274) reports BLUE HERON WEALTH PARTNERS 401(K) RETIREMENT SAVINGS PLAN on its most recent Form 5500, with $511K in plan assets across 7 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Blue Heron Professional Group, LLC filing — schedules, fees, and providers.
Blue Heron Professional Group, LLC’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Blue Heron Professional Group, LLCHR for the recordkeeper’s name and login.
