How big is Heaney and Small, LLP's plan?

Heaney and Small, LLP's plan reported $3.6M in assets and 10 participants for 2024.

Original filing (PDF)20250717105125NAL0000209138001

Heaney and Small, LLP

Name: Heaney and Small, LLP — Heaney and Small, LLP 401(k), Form 5500 (2024)
Creator: Heaney and Small, LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Heaney and Small, LLP 401(k) Profit Sharing Plan

401(k) retirement plan · Heaney and Small, LLP's Heaney and Small, LLP 401(k) Profit Sharing Plan held $3.6M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.6M

Net assets (EOY)

$3.6M

People on this filing

FRAN Small signed Heaney and Small, LLP's 2024 Form 5500 as plan administrator.

FRAN Small — 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

Heaney and Small, LLP's EIN is 04-3460247.

EIN 04-3460247

Plan number 001

Plan year 2024

ACK ID 20250717105125NAL0000209138001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Heaney and Small, LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Heaney and Small, LLP'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 HEANEY AND SMALL, LLP.

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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