How big is Hefring LLC's plan?

Hefring LLC's plan reported $149K in assets and 8 participants for 2023.

Original filing (PDF)20241003114106NAL0004839395001

Hefring LLC

Name: Hefring LLC — Hefring Enginering LLC, Form 5500 (2023)
Creator: Hefring LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Hefring Enginering LLC

401(k) retirement plan · Hefring LLC's Hefring Enginering LLC held $149K in plan assets for 8 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$149K

Net assets (EOY)

$149K

People on this filing

Jackie Kelly signed Hefring LLC's 2023 Form 5500 as plan administrator.

Jackie Kelly — 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

Hefring LLC's EIN is 33-0821655.

EIN 33-0821655

Plan number 001

Plan year 2023

ACK ID 20241003114106NAL0004839395001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Hefring LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Hefring LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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.

Plan sponsor

Name

HEFRING LLC

EIN

all filings

Address

417 MAIN ST · GLOUCESTER, MA · 01930

Phone

(617) 206-5755

Industry

Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-03

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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