How big is The Hettema Group's plan?

The Hettema Group's plan reported $4.0M in assets and 74 participants for 2023.

Original filing (PDF)20250318192456NAL0007582082001

The Hettema Group

Name: The Hettema Group — The Hettema Group Profit Sharing, Form 5500 (2023)
Creator: The Hettema Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Hettema Group Profit Sharing 401(k) Plan

401(k) retirement plan · The Hettema Group's The Hettema Group Profit Sharing 401(k) Plan held $4.0M in plan assets for 74 participants in 2023.

Active participants

Accounts w/ balance

121

Plan assets (EOY)

$4.0M

Net assets (EOY)

$4.0M

People on this filing

Debbie Lindquist signed The Hettema Group's 2023 Form 5500 as plan administrator.

Debbie Lindquist — 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 Hettema Group's EIN is 27-0028214.

EIN 27-0028214

Plan number 002

Plan year 2023

ACK ID 20250318192456NAL0007582082001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for The Hettema Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (86th percentile).

Plan sponsor

Name

THE HETTEMA GROUP

EIN

all filings

Address

61 VALLEY STREET · PASADENA, CA · 91105

Phone

(626) 683-9876

Industry

Arts, Entertainment, Recreation

Plan administrator