How big is Hefner Investments' plan?

Hefner Investments' plan reported $801K in assets and 4 participants for 2025.

Original filing (PDF)20260414103959NAL0011040275001

Hefner Investments

Name: Hefner Investments — Hefner Investments 401(k), Form 5500 (2025)
Creator: Hefner Investments
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Hefner Investments 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Hefner Investments' Hefner Investments 401(k) Profit Sharing Plan & Trust held $801K in plan assets for 4 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$801K

Net assets (EOY)

$801K

People on this filing

Rebecca Elsener signed Hefner Investments' 2025 Form 5500 as plan administrator.

Rebecca Elsener — 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

Hefner Investments' EIN is 20-0074396.

EIN 20-0074396

Plan number 001

Plan year 2025

ACK ID 20260414103959NAL0011040275001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Hefner Investments from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Hefner Investments' 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 HEFNER INVESTMENTS.

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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