Original filing (PDF)20250529060032NAL0007588833001

HERON STONE LLLP

Name: HERON STONE LLLP — HERON STONE LP, Form 5500 (2024)
Creator: HERON STONE LLLP

Form 5500-SF

FILING_RECEIVED

HERON STONE LP

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$450K

Net assets (EOY)

$450K

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

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HERON STONE LLLP.

Plan sponsor

Name

HERON STONE LLLP

EIN

47-4402576

Address

351 SW 136TH AVE · SUITE 206 · DAVIE, FL · 33325

Phone

(954) 389-9444

Industry

Constructionsee 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

2025-05-29

Pension benefit codes

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)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Construction plans

UNITED PAINTING SERVICES, INC.

UNITED PAINTING SERVICES, INC. CASH BALANCE PLAN

$450K · 11 participants

DISTINCTIVE PAINTING COMPANY

DISTINCTIVE PAINTING COMPANY 401(K) PLAN

$450K · 12 participants

ARC CONTRACTING GROUP LLC

ARC CONTRACTING GROUP LLC 401(K) PROFIT SHARING PLAN

$450K · 5 participants

BSG OF FL LLC

BSG OF FL, LLC 401(K) PLAN

$449K · 7 participants

KEYSTONE INTERIOR SYSTEMS, INC.

KEYSTONE INTERIOR SYSTEMS, INC., 401(K) PLAN