What public Form 5500 filings show about the Heron Stone LLLP 401(k) plan — and how to find and check your own account.
Heron Stone LLLP (EIN 47-4402576) reports HERON STONE LP on its most recent Form 5500, with $450K in plan assets across 16 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 Heron Stone LLLP filing — schedules, fees, and providers.
Heron Stone LLLP’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 Heron Stone LLLPHR for the recordkeeper’s name and login.
