How big is HECK Wealth Management, LLC's plan?

HECK Wealth Management, LLC's plan reported $456K in assets and 6 participants for 2024.

Original filing (PDF)20251001184559NAL0006063875001

HECK Wealth Management, LLC

Name: HECK Wealth Management, LLC — HECK Wealth Management, Form 5500 (2024)
Creator: HECK Wealth Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

HECK Wealth Management, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · HECK Wealth Management, LLC's HECK Wealth Management, LLC 401(k) Profit Sharing Plan held $456K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$456K

Net assets (EOY)

$456K

Plan identifiers

HECK Wealth Management, LLC's EIN is 46-3186892.

EIN 46-3186892

Plan number 001

Plan year 2024

ACK ID 20251001184559NAL0006063875001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for HECK Wealth Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

HECK Wealth Management, LLC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HECK WEALTH MANAGEMENT, LLC.

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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