Original filing (PDF)20251217185951NAL0006441296001

HEVERON & COMPANY CPAS, PLLC

Name: HEVERON & COMPANY CPAS, PLLC — HEVERON & COMPANY 401(K) PLAN, Form 5500 (2024)
Creator: HEVERON & COMPANY CPAS, PLLC

Form 5500-SF

FILING_RECEIVED

HEVERON & COMPANY 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.5M

Net assets (EOY)

$7.5M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HEVERON & COMPANY CPAS, PLLC.

Plan sponsor

Name

HEVERON & COMPANY CPAS, PLLC

EIN

27-1895149

Address

260 SOUTH PLYMOUTH AVENUE · ROCHESTER, NY · 14608

Phone

(585) 232-2956

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-05-01

Tax period

2025-04-30

Filed

2025-12-17

Pension benefit codes

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

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