· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
ALDERSON & HEAVENER, P.A. — ALDERSON & HEAVENER, P.A. 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250519100957NAL0000678064001
ALDERSON & HEAVENER, P.A.
Form 5500-SF
FILING_RECEIVED
ALDERSON & HEAVENER, P.A. 401(K) PLAN
401(k) retirement plan
Active participants
5
Accounts w/ balance
5
Plan assets (EOY)
$1.0M
Net assets (EOY)
$1.0M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
ALDERSON & HEAVENER, P.A.
.
Find decision makers
Plan sponsor
Name
ALDERSON & HEAVENER, P.A.
EIN
52-1490368
Address
100 S LIBERTY ST · CUMBERLAND, MD · 21502
Phone
(301) 724-3424
Industry
Law Offices
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-05-19
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Law Offices plans
PIASTA WALKER HAGENBUSH, LLC
PIASTA WALKER HAGENBUSH, LLC 401(K) PLAN
$1.0M · 11 participants
KAUFF LATON MILLER LLP
KAUFF LATON MILLER LLP 401(K) PROFIT SHARING PLAN
$1.0M · 5 participants
JOHN F. MIZNER
JOHN F. MIZNER 401(K) RETIREMENT PLAN
$1.0M · 7 participants
TOON LAW FIRM, P.L.L.C.
TOON LAW FIRM, P.L.L.C. 401(K) PROFIT SHARING PLAN
$1.0M · 5 participants
FIDUCIARY WISE, LLC FBO MCFERRAN LAW OFFICES PS
EKSTRA 401(K) PLAN FBO MCFERRAN LAW OFFICES PS
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.0M · 10 participants
MARKS, MCLAUGHLIN & DENNEHY
MARKS, MCLAUGHLIN & DENNEHY 401(K) PLAN
$1.0M · 9 participants
Large plans in Maryland
LOCKHEED MARTIN CORPORATION
LMC DEFINED CONTRIBUTION MASTER TRUST
$56.1B
LOCKHEED MARTIN CORPORATION
LOCKHEED MARTIN CORPORATION SALARIED SAVINGS PLAN
$51.4B · 94,445 participants
T. ROWE PRICE TRUST COMPANY
T. ROWE PRICE INSTITUTIONAL COMMON TRUST FUND, T. ROWE PRICE GROWTH STOCK TRUST
$36.0B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE RETIREMENT 2040 TRUST
$35.2B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE RETIREMENT 2030 TRUST
$35.0B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE U.S. VALUE EQUITY TRUST
$32.2B
