How big is AL HELD Foundation, Inc.'s plan?

AL HELD Foundation, Inc.'s plan reported $1.1M in assets and 5 participants for 2024.

Original filing (PDF)20251013090609NAL0002153810002

AL HELD Foundation, Inc.

Name: AL HELD Foundation, Inc. — AL HELD Foundation, Inc., Form 5500 (2024)
Creator: AL HELD Foundation, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

AL HELD Foundation, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · AL HELD Foundation, Inc.'s AL HELD Foundation, Inc. 401(k) Profit Sharing Plan held $1.1M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Diane Dwyer signed AL HELD Foundation, Inc.'s 2024 Form 5500 as plan administrator.

Diane Dwyer — 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

AL HELD Foundation, Inc.'s EIN is 13-3596614.

EIN 13-3596614

Plan number 001

Plan year 2024

ACK ID 20251013090609NAL0002153810002

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for AL HELD Foundation, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

AL HELD Foundation, Inc.'s plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for AL HELD FOUNDATION, INC..

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

Knocking points off