How big is Heaton Hoppes Group, LLC's plan?

Heaton Hoppes Group, LLC's plan reported $1.1M in assets and 4 participants for 2025.

Original filing (PDF)20260504101850NAL0004001873001

Heaton Hoppes Group, LLC

Name: Heaton Hoppes Group, LLC — Cedar Valley Wealth, Form 5500 (2025)
Creator: Heaton Hoppes Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Cedar Valley Wealth Advisors 401(k) Profit Sharing Plan

401(k) retirement plan · Heaton Hoppes Group, LLC's Cedar Valley Wealth Advisors 401(k) Profit Sharing Plan held $1.1M in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Karla Hoppes signed Heaton Hoppes Group, LLC's 2025 Form 5500 as plan administrator.

Karla Hoppes — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Heaton Hoppes Group, LLC's EIN is 47-1091211.

EIN 47-1091211

Plan number 001

Plan year 2025

ACK ID 20260504101850NAL0004001873001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Heaton Hoppes Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Heaton Hoppes Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HEATON HOPPES GROUP, LLC.

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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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

HEATON HOPPES GROUP, LLC

EIN

all filings

Address

411 VIKING ROAD, SUITE A · CEDAR FALLS, IA · 50613

Phone

(319) 266-6507

Industry

Finance & Insurance

Plan administrator