How big is S & H Heritage Oaks LLC's plan?

S & H Heritage Oaks LLC's plan reported $24K in assets and 2 participants for 2024.

Original filing (PDF)20250722084554NAL0005340434001

S & H Heritage Oaks LLC

Name: S & H Heritage Oaks LLC — Form 5500 (2024)
Creator: S & H Heritage Oaks LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · S & H Heritage Oaks LLC held $24K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$24K

Net assets (EOY)

$24K

People on this filing

Nick Rice signed S & H Heritage Oaks LLC's 2024 Form 5500 as plan administrator.

Nick Rice — 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

S & H Heritage Oaks LLC's EIN is 46-3880635.

EIN 46-3880635

Plan number 001

Plan year 2024

ACK ID 20250722084554NAL0005340434001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for S & H Heritage Oaks LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

S & H Heritage Oaks LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for S & H HERITAGE OAKS 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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (19th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

S & H HERITAGE OAKS LLC

EIN

all filings

Address

106 MELODY ST · LAKEWAY, TX · 78734

Phone

(586) 665-5313

Industry

Law Offices· Professional & Technical Services

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

2025-07-22

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

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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