How big is Heisten Financial, LLC's plan?

Heisten Financial, LLC's plan reported $742K in assets and 3 participants for 2024.

Original filing (PDF)20250407111645NAL0009257811001

Heisten Financial, LLC

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

Form 5500-SF

FILING_RECEIVED

Heisten Financial 401(k) Plan

401(k) retirement plan · Heisten Financial, LLC's Heisten Financial 401(k) Plan held $742K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$742K

Net assets (EOY)

$742K

People on this filing

Chris Heisten signed Heisten Financial, LLC's 2024 Form 5500 as plan administrator.

Chris Heisten — 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

Heisten Financial, LLC's EIN is 47-5301169.

EIN 47-5301169

Plan number 001

Plan year 2024

ACK ID 20250407111645NAL0009257811001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Heisten Financial, LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window, ERISA 404(c) participant direction.

Decision-maker contacts

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