Plan Sponsor signed Heirloom Wealth Management's 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Heirloom Wealth Management's EIN is 46-5508028.
Download the official 2022 Form 5500 (PDF) for Heirloom Wealth Management from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Heirloom Wealth Management's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
