How big is Heath & YUEN, APC's plan?

Heath & YUEN, APC's plan reported $1.3M in assets and 8 participants for 2024.

Original filing (PDF)20251010183015NAL0018701394001

Heath & YUEN, APC

Name: Heath & YUEN, APC — Heath & YUEN, APC 401(k), Form 5500 (2024)
Creator: Heath & YUEN, APC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Heath & YUEN, APC 401(k) Retirement Plan

401(k) retirement plan · Heath & YUEN, APC's Heath & YUEN, APC 401(k) Retirement Plan held $1.3M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Debra Hershman signed Heath & YUEN, APC's 2024 Form 5500 as plan administrator.

Debra Hershman — 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

Heath & YUEN, APC's EIN is 47-3386031.

EIN 47-3386031

Plan number 001

Plan year 2024

ACK ID 20251010183015NAL0018701394001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Heath & YUEN, APC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Heath & YUEN, APC'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 HEATH & YUEN, APC.

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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