Heaton Financial, PC (EIN 20-2776738) has filed 1 Form 5500 plan with the U.S. Department of Labor, covering $831K in plan assets and 3 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Heaton Financial PC Retirement Plan | 001 | 3 | $831K |
20-2776738 is the Employer Identification Number (EIN) Heaton Financial, PC reports on its Form 5500 filings with the U.S. Department of Labor. The same EIN identifies the employer across all of its retirement and health plans.
Find other employers in the same state on Utah EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
