How big is Heffernan & de MARI, P.C.'s plan?

Heffernan & de MARI, P.C.'s plan reported $1.3M in assets and 3 participants for 2024.

Original filing (PDF)20250606073002NAL0012142465001

Heffernan & de MARI, P.C.

Name: Heffernan & de MARI, P.C. — Heffernan & de MARI, Form 5500 (2024)
Creator: Heffernan & de MARI, P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Heffernan & de MARI, P.C. 401(k) Profit Sharing Plan

401(k) retirement plan · Heffernan & de MARI, P.C.'s Heffernan & de MARI, P.C. 401(k) Profit Sharing Plan held $1.3M in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan identifiers

Heffernan & de MARI, P.C.'s EIN is 05-0464795.

EIN 05-0464795

Plan number 001

Plan year 2024

ACK ID 20250606073002NAL0012142465001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Heffernan & de MARI, P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Heffernan & de MARI, P.C.'s plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HEFFERNAN & DE MARI, P.C..

Finding similar companies…

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (88th percentile).

Plan sponsor

Name

HEFFERNAN & DE MARI, P.C.

EIN

all filings

Address

2145 DIAMOND HILL ROAD · SUITE ONE · CUMBERLAND, RI · 028645102

Phone

(401) 334-5600

Industry

Law Offices· Professional & Technical Services

Plan administrator