Search public Form 5500 filings

13 results

Companies

planHeinzen, LLC 401(K) PlanFinancial statement2023 filing
Sponsor: Heinzen, LLCEIN: 80-0771784Plan: 001Participants: 114Assets: $10,640,778Location: Gilroy, CALatest: 2023
planHeinzen Employee Stock Ownership PlanFinancial statement2023 filing
Sponsor: Heinzen LLCEIN: 80-0771784Plan: 002Participants: 75Assets: $0Location: Gilroy, CALatest: 2023

providerFidelity Investments InstitutionalCompensation reported
Plans served: 10,547Reported compensation: $1,780,422,051Latest: 2023
providerPrincipal Life Insurance CompanyCompensation reported
Plans served: 6,446Reported compensation: $675,469,018Latest: 2023
providerEmpower Advisory Group, LLCCompensation reported
Plans served: 4,460Reported compensation: $125,288,992Latest: 2023
providerEmpower Annuity Insurance Company OCompensation reported
Plans served: 4,130Reported compensation: $228,686,184Latest: 2023
providerAdp, Inc.Compensation reported
Plans served: 3,928Reported compensation: $97,629,321Latest: 2023
providerStrategic Advisors, Inc.Compensation reported
Plans served: 3,218Reported compensation: $247,833,721Latest: 2023
providerEmpower Annuity Insurance CompanyCompensation reported
Plans served: 2,872Reported compensation: $186,896,527Latest: 2023
providerThe Vanguard Group, Inc.Compensation reported
Plans served: 2,549Reported compensation: $186,958,094Latest: 2023

filing2023 Form 5500 — Heinzen, LLC 401(K) Plan
Sponsor: Heinzen, LLCEIN: 80-0771784Plan: 001Ack ID: 20241001094821NAL0012047328006
filing2023 Form 5500 — Heinzen Employee Stock Ownership Plan
Sponsor: Heinzen LLCEIN: 80-0771784Plan: 002Ack ID: 20250619103323NAL0004635904001