Back to filter
Original filing (PDF)20251015194333NAL0005754497001
HEINACO LLC
Form 5500-SF
FILING_RECEIVED
HEINACO DEFINED BENEFIT PLAN
Defined-benefit pension plan
Active participants
9
Accounts w/ balance
—
Plan assets (EOY)
$1.5M
Net assets (EOY)
$1.5M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HEINACO LLC.
Plan sponsor
Name
HEINACO LLC
EIN
26-3103385
Address
P. O. BOX 180 · HEBER CITY, UT · 84032
Phone
(435) 671-3551
Industry
Real Estatesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
1A · Pay-related DB formula
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Real Estate plans
METROPOLITAN PROPERTIES INC.
MET PROP, INC. 401(K) SAVINGS PLAN
$1.5M · 23 participants
LG REALTY ADVISORS, INC.
LG REALTY ADVISORS, INC. 401K PROFIT SHARING PLAN TRUST
$1.5M · 10 participants
THE GORA GROUP, LLC
THE GORA GROUP, LLC PENSION PLAN
$1.5M · 3 participants
SIERRA CORPORATE MANAGEMENT INC.
SIERRA CORPORATE MANAGEMENT VOLUNTARY SAVINGS AND RETIREMENT PLAN
$1.5M · 3 participants
FELNER CORPORATION
FELNER CORPORATION 401(K) PROFIT SHARING PLAN
$1.5M · 34 participants
INVESTMENT CONCEPTS, INC.
INVESTMENT CONCEPTS, INC. 401(K) PLAN
$1.5M · 267 participants
Large plans in Utah
DESERET MUTUAL BENEFIT ADMINISTRATORS
DESERET MUTUAL MASTER RETIREMENT PLAN
$7.1B · 9,784 participants
INTERMOUNTAIN HEALTH CARE, INC.
INTERMOUNTAIN HEALTH 401(K) PLAN
$6.8B · 69,032 participants
DESERET MUTUAL BENEFIT ADMINISTRATORS
DESERET 401(K) PLAN
$6.1B · 25,752 participants
INTERMOUNTAIN HEALTH CARE, INC.
INTERMOUNTAIN HEALTHCARE PENSION PLAN
$3.4B · 25,307 participants
ZIONS BANCORPORATION, NATIONAL ASSOCIATION
ZIONS BANCORPORATION, N.A. PAYSHELTER 401K AND EMPLOYEE STOCK OWNERSHIP PLAN
$1.9B · 10,518 participants
SKYWEST, INC.
SKYWEST, INC. EMPLOYEES' RETIREMENT PLAN
$1.4B · 15,517 participants
