How big is Heirloom's plan?

Heirloom's plan reported $381K in assets and 79 participants for 2024.

Original filing (PDF)20250919130424NAL0005456818001

Heirloom

Name: Heirloom — Heirloom 401(k) Plan, Form 5500 (2024)
Creator: Heirloom
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Heirloom 401(k) Plan

401(k) retirement plan · Heirloom's Heirloom 401(k) Plan held $381K in plan assets for 79 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$381K

Net assets (EOY)

$381K

People on this filing

Kathleen Riley signed Heirloom's 2024 Form 5500 as plan administrator.

Kathleen Riley — 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

Heirloom's EIN is 47-2907689.

EIN 47-2907689

Plan number 001

Plan year 2024

ACK ID 20250919130424NAL0005456818001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Heirloom from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Heirloom's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Above-average plan

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 (8th percentile).

Helping the score

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

Plan sponsor

Name

HEIRLOOM

EIN

all filings

Address

326 A ST · BOSTON, MA · 02210

Phone

(413) 682-4603

Industry

Accommodation & Food 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

2025-09-19

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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