Original filing (PDF)20250917162926NAL0000339939001

William Hefner Architect Inc. Studio William Hefner

Name: William Hefner Architect Inc. Studio William Hefner — Form 5500 Plan 001 (2024)
Creator: William Hefner Architect Inc. Studio William Hefner
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

William Hefner Architect Inc. 401(k) Plan

401(k) retirement plan · William Hefner Architect Inc. Studio William Hefner's William Hefner Architect Inc. 401(k) Plan held $7.1M in plan assets for 44 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.1M

Net assets (EOY)

$7.1M

Plan identifiers

William Hefner Architect Inc. Studio William Hefner's EIN is 20-3005806.

EIN 20-3005806

Plan number 001

Plan year 2024

ACK ID 20250917162926NAL0000339939001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for William Hefner Architect Inc. Studio William Hefner from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

William Hefner Architect Inc. Studio William Hefner's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WILLIAM HEFNER ARCHITECT INC. STUDIO WILLIAM HEFNER.

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