Original filing (PDF)20251015084710NAL0002041123001

CURTIN & HEEFNER LLP

Name: CURTIN & HEEFNER LLP — CURTIN & HEEFNER LLP 401(K) SAVINGS PLAN, Form 5500 (2024)
Creator: CURTIN & HEEFNER LLP

Form 5500-SF

FILING_RECEIVED

CURTIN & HEEFNER LLP 401(K) SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$20.4M

Net assets (EOY)

$20.4M

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 CURTIN & HEEFNER LLP.

Plan sponsor

Name

CURTIN & HEEFNER LLP

EIN

23-1454105

Address

1040 STONY HILL ROAD · SUITE 150 · YARDLEY, PA · 19067

Phone

(215) 736-2521

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

PIERCE COUCH HENDRICKSON BAYSINGER & GREEN, LLP

PIERCE COUCH HENDRICKSON BAYSINGER & GREEN, LLP 401(K) PROFIT SHARING PLAN

$20.3M · 67 participants

BEGGS AND LANE, L.L.P.

BEGGS AND LANE PROFIT SHARING PLAN

$20.4M · 62 participants

SCOTT AND SCOTT, ATTORNEYS AT LAW, LLP

SCOTT AND SCOTT 401(K) PROFIT SHARING PLAN

$20.4M

ISAAC WILES & BURKHOLDER LLC

ISAAC WILES & BURKHOLDER 401(K) PLAN

$20.4M · 64 participants

THOMAS J. HENRY LAW FIRM

THOMAS J. HENRY RETIREMENT PLAN