How big is Hearn and Fleener, LLC's plan?

Hearn and Fleener, LLC's plan reported $228K in assets and 7 participants for 2024.

Original filing (PDF)20251010111714NAL0012419152001

Hearn and Fleener, LLC

Name: Hearn and Fleener, LLC — Hearn and Fleener, LLC, Form 5500 (2024)
Creator: Hearn and Fleener, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Hearn and Fleener, LLC 401(k) Plan

Defined-contribution retirement plan · Hearn and Fleener, LLC's Hearn and Fleener, LLC 401(k) Plan held $228K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$228K

Net assets (EOY)

$228K

People on this filing

Richard Tatum signed Hearn and Fleener, LLC's 2024 Form 5500 as plan administrator.

Richard Tatum — 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

Hearn and Fleener, LLC's EIN is 47-3449699.

EIN 47-3449699

Plan number 001

Plan year 2024

ACK ID 20251010111714NAL0012419152001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Hearn and Fleener, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Hearn and Fleener, LLC's plan includes ERISA 404(c) participant direction, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HEARN AND FLEENER, 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