How big is J.F. Heritage, LLC's plan?

J.F. Heritage, LLC's plan reported $769K in assets and 77 participants for 2024.

Original filing (PDF)20250527080907NAL0016766898001

J.F. Heritage, LLC

Name: J.F. Heritage, LLC — Crown Point 401(k) Plan, Form 5500 (2024)
Creator: J.F. Heritage, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Crown Point 401(k) Plan

401(k) retirement plan · J.F. Heritage, LLC's Crown Point 401(k) Plan held $769K in plan assets for 77 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$769K

Net assets (EOY)

$769K

Plan identifiers

J.F. Heritage, LLC's EIN is 27-4182083.

EIN 27-4182083

Plan number 001

Plan year 2024

ACK ID 20250527080907NAL0016766898001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for J.F. Heritage, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

J.F. Heritage, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for J.F. HERITAGE, LLC.

Finding similar companies…

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