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

Top plans served

All 4 plans

Sponsor / Plan	Location	Service	Participants	Assets	Direct comp
ZAP ENGINEERING & CONSTRUCTION SERVICES, INC. ZAP ENGINEERING & CONSTRUCTION SERVICES, INC. 401(K) PLAN	LAKEWOOD, CO	Advisor / Consultant INVESTMENT ADVISOR	225	$15.5M	$29K
ZAP ENGINEERING & CONSTRUCTION SERVICES, INC. ZAP ENGINEERING & CONSTRUCTION SERVICES, INC. 401(K) PLAN	LAKEWOOD, CO	Advisor / Consultant INVESTMENT ADVISOR	185	$13.0M	$22K