Heather James, LLC. (EIN 26-2621958) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $11.2M in plan assets and 70 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Heather James, LLC Cash Balance Plan | 002 | 35 | $7.3M |
| Heather James, LLC. 401(k) Profit Sharing Plan | 001 | 35 | $3.8M |
26-2621958 is the Employer Identification Number (EIN) Heather James, LLC. 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 California EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
