Original filing (PDF)20251014111303NAL0003738400001

Capron, Avgerinos & Heinlen, P.C.

Name: Capron, Avgerinos & Heinlen, P.C. — Capron, Avgerino, Form 5500 (2024)
Creator: Capron, Avgerinos & Heinlen, P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Capron, Avgerinos & Heinlen P.C. Profit Sharing and 401(k) Plan

401(k) retirement plan · Capron, Avgerinos & Heinlen, P.C.'s Capron, Avgerinos & Heinlen P.C. Profit Sharing and 401(k) Plan held $9.2M in plan assets for 6 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$9.2M

Net assets (EOY)

$9.2M

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.
High average account balance (97th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (88th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CAPRON, AVGERINOS & HEINLEN, P.C..

Plan sponsor

Name

CAPRON, AVGERINOS & HEINLEN, P.C.

EIN

36-3674647all filings

Address

30 N. LASALLE STREET · SUITE 2424 · CHICAGO, IL · 60602

Phone

(312) 346-6444

Industry