Heartview Foundation 401(k) Profit Sharing Plan
Sponsored by Heartview Foundation · EIN 450282159 · Plan #002
- Total assets
- $6.6M
- Net assets
- $6.6M
- Active participants
- 162
- With balances
- 193
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Bravera Wealth | Trustee (institutional), Recordkeeping, Participant loan processing | $49,292 |