How big is Heath Crager CPA LLC's plan?

Heath Crager CPA LLC's plan reported $644K in assets and 12 participants for 2024.

Original filing (PDF)20250602142119NAL0006627475001

Heath Crager CPA LLC

Name: Heath Crager CPA LLC — Heath Crager CPA 401(k) Plan, Form 5500 (2024)
Creator: Heath Crager CPA LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Heath Crager CPA 401(k) Plan & Trust

401(k) retirement plan · Heath Crager CPA LLC's Heath Crager CPA 401(k) Plan & Trust held $644K in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$644K

Net assets (EOY)

$644K

People on this filing

Tracie Smith signed Heath Crager CPA LLC's 2024 Form 5500 as plan administrator.

Tracie Smith — 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

Heath Crager CPA LLC's EIN is 27-1767333.

EIN 27-1767333

Plan number 001

Plan year 2024

ACK ID 20250602142119NAL0006627475001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Heath Crager CPA LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Heath Crager CPA LLC'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 HEATH CRAGER CPA 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

Helping the score