How big is The JILL Heffernan Group's plan?

The JILL Heffernan Group's plan reported $385K in assets and 3 participants for 2024.

Original filing (PDF)20250710172551NAL0004202979001

The JILL Heffernan Group

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

Form 5500-SF

FILING_RECEIVED

The JILL Heffernan Group 401(k) Plan

401(k) retirement plan · The JILL Heffernan Group's The JILL Heffernan Group 401(k) Plan held $385K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$385K

Net assets (EOY)

$385K

People on this filing

Edward Heffernan signed The JILL Heffernan Group's 2024 Form 5500 as plan administrator.

Edward Heffernan — 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

The JILL Heffernan Group's EIN is 26-3228873.

EIN 26-3228873

Plan number 001

Plan year 2024

ACK ID 20250710172551NAL0004202979001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The JILL Heffernan Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The JILL Heffernan Group's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.

Decision-maker contacts

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

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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

Helping the score