Heritage Private Wealth Management, LLC (EIN 46-0860219) has filed 1 Form 5500 plan with the U.S. Department of Labor, covering $607K 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 |
|---|---|---|---|
| HPWM 401(k) Plan | 001 | 3 | $607K |
46-0860219 is the Employer Identification Number (EIN) Heritage Private Wealth Management, 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 Kansas EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
