How big is GREG Heaton Agency's plan?

GREG Heaton Agency's plan reported $742K in assets and 10 participants for 2024.

Original filing (PDF)20250411081018NAL0012533795002

GREG Heaton Agency

Name: GREG Heaton Agency — GREG Heaton Agency 401(k) Plan, Form 5500 (2024)
Creator: GREG Heaton Agency
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

GREG Heaton Agency 401(k) Plan

401(k) retirement plan · GREG Heaton Agency's GREG Heaton Agency 401(k) Plan held $742K in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$742K

Net assets (EOY)

$742K

Plan identifiers

GREG Heaton Agency's EIN is 36-3566410.

EIN 36-3566410

Plan number 001

Plan year 2024

ACK ID 20250411081018NAL0012533795002

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for GREG Heaton Agency from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

GREG Heaton Agency's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GREG HEATON AGENCY.

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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