How big is Heron Stone LLLP's plan?

Heron Stone LLLP's plan reported $450K in assets and 16 participants for 2024.

Original filing (PDF)20250529060032NAL0007588833001

Heron Stone LLLP

Name: Heron Stone LLLP — Heron Stone LP, Form 5500 (2024)
Creator: Heron Stone LLLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Heron Stone LP

401(k) retirement plan · Heron Stone LLLP's Heron Stone LP held $450K in plan assets for 16 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$450K

Net assets (EOY)

$450K

People on this filing

Everett Parris signed Heron Stone LLLP's 2024 Form 5500 as plan administrator.

Everett Parris — 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

Heron Stone LLLP's EIN is 47-4402576.

EIN 47-4402576

Plan number 001

Plan year 2024

ACK ID 20250529060032NAL0007588833001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Heron Stone LLLP'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 HERON STONE LLLP.

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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

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

Plan sponsor

Name

HERON STONE LLLP

EIN

all filings

Address

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

Phone

(954) 389-9444

Industry

Construction

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

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