HERITAGE PRIVATE WEALTH MANAGEMENT, LLC
EIN 46-0860219WICHITA, KS
HERITAGE PRIVATE WEALTH MANAGEMENT, LLC (EIN 46-0860219) has filed 1 Form 5500 plan with the U.S. Department of Labor, covering $461K in plan assets and 3 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
Plans filed
1
Participants
3
Total assets
$461K
A HERITAGE PRIVATE WEALTH MANAGEMENT, LLC employee? See the HERITAGE PRIVATE WEALTH MANAGEMENT, LLC 401(k) plan — assets, recordkeeper, and how to find and check your account.
Form 5500 plans filed under EIN 46-0860219
Form 5500 search →| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| HPWM 401(K) PLAN | 001 | 3 | $461K |
About this EIN
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?