HEGELER AND ANDERSON A PROFESSIONAL CORPORATION — HEGELER AND ANDERSON, A PROFESSIONAL CORPORATION PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
HEGELER AND ANDERSON, A PROFESSIONAL CORPORATION PROFIT SHARING PLAN
Defined-contribution retirement plan
Active participants
5
Accounts w/ balance
7
Plan assets (EOY)
$2.0M
Net assets (EOY)
$2.0M
Plan health score
94
/ 100
Grade A
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
79
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HEGELER AND ANDERSON A PROFESSIONAL CORPORATION.
Plan sponsor
Name
HEGELER AND ANDERSON A PROFESSIONAL CORPORATION
EIN
33-0784511
Address
4660 LA JOLLA VILLAGE DRIVE, 670 · SAN DIEGO, CA · 92122
Phone
(858) 597-9975
Industry
Law Offices· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
