Original filing (PDF)20260206141016NAL0003229859001

JEFF HEITING BUILDER, INC.

Name: JEFF HEITING BUILDER, INC. — JEFF HEITING BUILDER, INC. 401(K) PLAN, Form 5500 (2024)
Creator: JEFF HEITING BUILDER, INC.

Form 5500-SF

FILING_RECEIVED

JEFF HEITING BUILDER, INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JEFF HEITING BUILDER, INC..

Plan sponsor

Name

JEFF HEITING BUILDER, INC.

EIN

20-4023675

Address

4448 NORTH ORION LANE · APPLETON, WI · 54913

Phone

(920) 739-8055

Industry

Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-11-01

Tax period

2025-10-31

Filed

2026-02-06

Pension benefit codes

2T · Default investment account (QDIA)

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Construction plans

THE COASTAL COMPANIES, LLC.

THE COASTAL COMPANIES, LLC. RETIREMENT SAVINGS PLAN

$1.9M · 94 participants

SOUTH STATE CONTRACTORS, INC

SOUTH STATE CONTRACTORS, INC. RETIREMENT TRUST

$1.9M · 125 participants

BRUCE WIECHERT CUSTOM HOMES, INC.

BRUCE WIEHERT CUSTOM HOMES, INC.

$1.9M · 3 participants

ASHER CUSTOM HOMES, LLC

ASHER CUSTOM HOMES, LLC 401(K) PROFIT SHARING PLAN

$1.9M · 14 participants

RHI, INC.

RHI, INC. RETIREMENT PLAN