How big is Heilman Law Group's plan?

Heilman Law Group's plan reported $2.7M in assets and 7 participants for 2024.

Original filing (PDF)20250811102116NAL0020498418001

Heilman Law Group

Name: Heilman Law Group — Heilman Law Group 401(k) Plan, Form 5500 (2024)
Creator: Heilman Law Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Heilman Law Group 401(k) Plan

401(k) retirement plan · Heilman Law Group's Heilman Law Group 401(k) Plan held $2.7M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

People on this filing

Michael Heilman signed Heilman Law Group's 2024 Form 5500 as plan administrator.

Michael Heilman — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

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

Plan identifiers

Heilman Law Group's EIN is 03-0522789.

EIN 03-0522789

Plan number 001

Plan year 2024

ACK ID 20250811102116NAL0020498418001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Heilman Law Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HEILMAN LAW GROUP.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score