SCOTT HERON CFP, CMFC, CHFC
EIN 77-0439714VISALIA, CA
SCOTT HERON CFP, CMFC, CHFC (EIN 77-0439714) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $4.7M in plan assets and 6 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
Plans filed
2
Participants
6
Total assets
$4.7M
A SCOTT HERON CFP, CMFC, CHFC employee? See the SCOTT HERON CFP, CMFC, CHFC 401(k) plan — assets, recordkeeper, and how to find and check your account.
Form 5500 plans filed under EIN 77-0439714
Form 5500 search →| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| SCOTT HERON 401(K) PLAN | 001 | 3 | $3.7M |
| SCOTT HERON PENSION PLAN | 002 | 3 | $939K |
About this EIN
77-0439714 is the Employer Identification Number (EIN) SCOTT HERON CFP, CMFC, CHFC 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?