HEIRLOOM WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Signals · 1
Late filing · 1.1 mo
Active participants
5
Accounts w/ balance
6
Plan assets (EOY)
$348K
Net assets (EOY)
$348K
Plan health score
Top-tier plan health
Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.
Compliance & integrity
96
Total plan cost
n/a
Plan health
82
Vendor & structure
100
Knocking points off
Filed 1.1 months past the 10.5-month grace window.
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HEIRLOOM WEALTH MANAGEMENT.
Plan sponsor
Name
HEIRLOOM WEALTH MANAGEMENT
EIN
46-5508028
Address
8400 E PRENTIVE AVE SUITE 1115 · GREENWOOD VILLAGE, CO · 80111
