How big is Frances Heffernan, LLC's plan?

Frances Heffernan, LLC's plan reported $2.3M in assets and 14 participants for 2024.

Original filing (PDF)20250612100715NAL0012816467001

Frances Heffernan, LLC

Name: Frances Heffernan, LLC — Frances Heffernan, LLC, Form 5500 (2024)
Creator: Frances Heffernan, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Frances Heffernan, LLC 401(k) P/S Plan

401(k) retirement plan · Frances Heffernan, LLC's Frances Heffernan, LLC 401(k) P/S Plan held $2.3M in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

People on this filing

Jane Goldfayn signed Frances Heffernan, LLC's 2024 Form 5500 as plan administrator.

Jane Goldfayn — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Frances Heffernan, LLC's EIN is 26-2228495.

EIN 26-2228495

Plan number 001

Plan year 2024

ACK ID 20250612100715NAL0012816467001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Frances Heffernan, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Frances Heffernan, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FRANCES HEFFERNAN, 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

Knocking points off