How big is Heley, Duncan & Melander, PLLP's plan?

Heley, Duncan & Melander, PLLP's plan reported $13.8M in assets and 16 participants for 2024.

Original filing (PDF)20250715085028NAL0004238194001

Heley, Duncan & Melander, PLLP

Name: Heley, Duncan & Melander, PLLP — Heley, Duncan &, Form 5500 (2024)
Creator: Heley, Duncan & Melander, PLLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Heley, Duncan & Melander, PLLP 401(k) Plan

401(k) retirement plan · Heley, Duncan & Melander, PLLP's Heley, Duncan & Melander, PLLP 401(k) Plan held $13.8M in plan assets for 16 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$13.8M

Net assets (EOY)

$13.8M

People on this filing

Donald R McNeil signed Heley, Duncan & Melander, PLLP's 2024 Form 5500 as plan administrator.

Donald R McNeil — 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

Heley, Duncan & Melander, PLLP's EIN is 41-1568575.

EIN 41-1568575

Plan number 001

Plan year 2024

ACK ID 20250715085028NAL0004238194001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Heley, Duncan & Melander, PLLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Heley, Duncan & Melander, PLLP'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 HELEY, DUNCAN & MELANDER, PLLP.

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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