How big is Heaton & Moore, PC's plan?

Heaton & Moore, PC's plan reported $2.4M in assets and 6 participants for 2024.

Original filing (PDF)20250715140532NAL0002268977001

Heaton & Moore, PC

Name: Heaton & Moore, PC — Heaton & Moore, PC 401(k) Plan, Form 5500 (2024)
Creator: Heaton & Moore, PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Heaton & Moore, PC 401(k) Plan

401(k) retirement plan · Heaton & Moore, PC's Heaton & Moore, PC 401(k) Plan held $2.4M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

Plan identifiers

Heaton & Moore, PC's EIN is 48-1281186.

EIN 48-1281186

Plan number 001

Plan year 2024

ACK ID 20250715140532NAL0002268977001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Heaton & Moore, PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Heaton & Moore, PC'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 HEATON & MOORE, PC.

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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