Blue Heron Financial Group, Inc.

Shirley Horner signed Blue Heron Financial Group, Inc.'s 2024 Form 5500 as plan administrator.

• Shirley Horner — Plan Administrator — Form 5500 signer

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

Blue Heron Financial Group, Inc.'s EIN is 52-2291688.

Download the official 2024 Form 5500 (PDF) for Blue Heron Financial Group, Inc. from the U.S. Department of Labor's EFAST2 system.

Blue Heron Financial Group, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).