How big is Heller Group Inc.'s plan?

Heller Group Inc.'s plan reported $1.5M in assets and 4 participants for 2025.

Original filing (PDF)20260302154321NAL0001195777001

Heller Group Inc.

Name: Heller Group Inc. — Heller Group 401(k) Plan, Form 5500 (2025)
Creator: Heller Group Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Heller Group 401(k) Plan

401(k) retirement plan · Heller Group Inc.'s Heller Group 401(k) Plan held $1.5M in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

Plan identifiers

Heller Group Inc.'s EIN is 20-0642897.

EIN 20-0642897

Plan number 001

Plan year 2025

ACK ID 20260302154321NAL0001195777001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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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