How big is Heath & Verser, PLC's plan?

Heath & Verser, PLC's plan reported $2.7M in assets and 9 participants for 2025.

Original filing (PDF)20260401142623NAL0000663235001

Heath & Verser, PLC

Name: Heath & Verser, PLC — Heath & Verser, PLC 401 (K), Form 5500 (2025)
Creator: Heath & Verser, PLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Heath & Verser, PLC 401 (K) Plan

401(k) retirement plan · Heath & Verser, PLC's Heath & Verser, PLC 401 (K) Plan held $2.7M in plan assets for 9 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

Plan identifiers

Heath & Verser, PLC's EIN is 27-2554054.

EIN 27-2554054

Plan number 001

Plan year 2025

ACK ID 20260401142623NAL0000663235001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Heath & Verser, PLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Heath & Verser, PLC'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 & VERSER, PLC.

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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

HEATH & VERSER, PLC

EIN

all filings

Address

11832 ROCK LANDING DRIVE, SUITE 201 · NEWPORT NEWS, VA · 23606

Phone

(757) 599-0734

Industry

Law Offices· Professional & Technical Services

Plan administrator