Original filing (PDF)20250505102510NAL0011644752001

HEATLY ENGINEERING, INC.

Name: HEATLY ENGINEERING, INC. — HEATLY ENGINEERING 401(K) PLAN, Form 5500 (2024)
Creator: HEATLY ENGINEERING, INC.

Form 5500-SF

FILING_RECEIVED

HEATLY ENGINEERING 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$961K

Net assets (EOY)

$959K

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 (94th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HEATLY ENGINEERING, INC..

Plan sponsor

Name

HEATLY ENGINEERING, INC.

EIN

46-2081538

Address

120 VASSAR DR. SE #200 · ALBUQUERQUE, NM · 87106

Phone

(505) 379-1186

Industry

Engineering Services· 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

2025-05-05

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Engineering Services plans

STEVEN GIAMMONA MECHANICAL ENGINEERING, P.C. DBA SGM ENGINEERING

STEVEN GIAMMONA MECHANICAL ENGINEERING, P.C. 401(K) PROFIT SHARING PLAN

$962K · 3 participants

ACKERMAN ENGINEERING, INC.

ACKERMAN ENGINEERING INC 401K PROFIT SHARING PLAN AND TRUST

$962K · 9 participants

MJ THOMAS ENGINEERING, LLC.

MJ THOMAS ENGINEERING, LLC. 401(K) P/S PLAN

$961K · 6 participants

EIDAM & ASSOCIATES, LTD.

EIDAM & ASSOCIATES, LTD. PROFIT SHARING PLAN

$960K · 4 participants

GREEN WAVE CONSULTING, LLC

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.