Original filing (PDF)20250410143229NAL0013189251001

DANIEL P. HEFFERNAN DDS

Name: DANIEL P. HEFFERNAN DDS — DANIEL P. HEFFERNAN DDS PENSION PLAN, Form 5500 (2024)
Creator: DANIEL P. HEFFERNAN DDS

Form 5500-SF

FILING_RECEIVED

DANIEL P. HEFFERNAN DDS PENSION PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$130K

Net assets (EOY)

$130K

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (19th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DANIEL P. HEFFERNAN DDS.

Plan sponsor

Name

DANIEL P. HEFFERNAN DDS

EIN

31-1000473all filings

Address

6040 HARRISON AVE · CINCINNATI, OH · 452481608

Phone

(513) 574-7503

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-10

Pension benefit codes

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

3B · Covers self-employed individuals

2C · Money purchase (other than target benefit)

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Service providers (Schedule C)

Small plans don't disclose service providers

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