· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
THE HELLER LAW FIRM, LLC — THE HELLER LAW FIRM 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250625123124NAL0008103473001
THE HELLER LAW FIRM, LLC
Form 5500-SF
FILING_RECEIVED
THE HELLER LAW FIRM 401(K) PLAN
401(k) retirement plan
Active participants
2
Accounts w/ balance
2
Plan assets (EOY)
$1.7M
Net assets (EOY)
$1.7M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
THE HELLER LAW FIRM, LLC
.
Find decision makers
Plan sponsor
Name
THE HELLER LAW FIRM, LLC
EIN
46-4789755
Address
13205 MANCHESTER ROAD, SUITE 210 · ST. LOUIS, MO · 63131
Phone
(314) 219-5959
Industry
Law Offices
· Professional & Technical Services
see 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
2025-06-25
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
3B · Covers self-employed individuals
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Law Offices plans
TATUM & ATKINSON PLLC
TATUM & ATKINSON PLLC 401(K) PROFIT SHARING PLAN & TRUST
$1.7M · 14 participants
BRIAN J. LEVY & ASSOCIATES, PC
BRIAN J. LEVY & ASSOCIATES, P.C. INCENTIVE SAVINGS PLAN
$1.7M · 12 participants
DARYANANI LAW GROUP, P.C.
DARYANANI LAW GROUP P.C.
$1.7M · 6 participants
SWOR & GATTO, P.A.
SWOR & GATTO, P.A. PROFIT SHARING PLAN
$1.7M · 6 participants
SURPRENANT & BENESKI P.C.
SURPRENANT & BENESKI P.C. 401(K) PROFIT SHARING PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.7M · 23 participants
J. APONTE & ASSOCIATES, LLC
J. APONTE & ASSOCIATES, LLC 401(K) AND PROFIT SHARING PLAN
$1.7M · 5 participants
Large plans in Missouri
EDWARD D. JONES & CO., L.P.
EDWARD D. JONES & CO. PROFIT SHARING AND 401(K) PLAN
$12.4B · 50,491 participants
BAYER CORPORATION
BAYER CORPORATION SAVINGS AND RETIREMENT PLAN
$10.8B · 17,218 participants
ASCENSION HEALTH DBA ASCENSION HEALTHCARE
ASCENSION HEALTHCARE MASTER PENSION TRUST
$8.0B
BOARD OF TRUSTEES BOILERMAKER-BLACKSMITH NATIONAL
BOILERMAKER-BLACKSMITH NATIONAL PENSION TRUST
$7.5B · 27,660 participants
WASHINGTON UNIVERSITY IN ST. LOUIS
WASHINGTON UNIVERSITY RETIREMENT SAVINGS PLAN
$7.5B · 27,547 participants
EMERSON ELECTRIC COMPANY
EMERSON ELECTRIC CO. DEFINED CONTRIBUTION PLANS MASTER TRUST
$7.4B
