Heirloom Wealth Management

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

751

Total plan assets

$39.5M

Filings (rows)

Direct comp

$80K

Indirect comp

SERVICES PROVIDED

Advisor / Consultant4

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
ZAP Engineering & Construction Services, Inc. ZAP Engineering & Construction Services, Inc. 401(k) Plan · all filings	LAKEWOOD, CO	Advisor / Consultant	225	$15.5M	$29K	$0
ZAP Engineering & Construction Services, Inc. ZAP Engineering & Construction Services, Inc. 401(k) Plan · all filings	LAKEWOOD, CO	Advisor / Consultant	185	$13.0M	$22K	$0
ZAP Engineering & Construction Services, Inc. ZAP Engineering & Construction Services, Inc. 401(k) Plan · all filings	LAKEWOOD, CO	Advisor / Consultant	185	$9.9M	$20K	$0
Cocal Landscape Services, Inc. Cocal 401(k) Retirement Plan · all filings	DENVER, CO	Advisor / Consultant	156	$1.1M	$10K	$0