How big is Daniel P. Heffernan DDS' plan?

Daniel P. Heffernan DDS' plan reported $5.3M in assets and 10 participants for 2024.

Original filing (PDF)20250410143341NAL0013190243001

Daniel P. Heffernan DDS

Name: Daniel P. Heffernan DDS — Daniel P. Heffernan DDS, Form 5500 (2024)
Creator: Daniel P. Heffernan DDS
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Daniel P. Heffernan DDS Profit Sharing Plan

401(k) retirement plan · Daniel P. Heffernan DDS' Daniel P. Heffernan DDS Profit Sharing Plan held $5.3M in plan assets for 10 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.3M

Net assets (EOY)

$5.3M

People on this filing

Daniel P. Heffernan signed Daniel P. Heffernan DDS' 2024 Form 5500 as plan administrator.

Daniel P. Heffernan — 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

Daniel P. Heffernan DDS' EIN is 31-1000473.

EIN 31-1000473

Plan number 002

Plan year 2024

ACK ID 20250410143341NAL0013190243001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Daniel P. Heffernan DDS from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Daniel P. Heffernan DDS' 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 DANIEL P. HEFFERNAN DDS.

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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