How big is The Heller Group LLC's plan?

The Heller Group LLC's plan reported $2.8M in assets and 9 participants for 2024.

Original filing (PDF)20250903090418NAL0025654720001

The Heller Group LLC

Name: The Heller Group LLC — Heller Group LLC Profit, Form 5500 (2024)
Creator: The Heller Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Heller Group LLC Profit Sharing Plan

Defined-contribution retirement plan · The Heller Group LLC's Heller Group LLC Profit Sharing Plan held $2.8M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

Plan identifiers

The Heller Group LLC's EIN is 20-0663960.

EIN 20-0663960

Plan number 002

Plan year 2024

ACK ID 20250903090418NAL0025654720001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Heller Group LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Heller Group LLC's plan includes profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE HELLER GROUP LLC.

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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