How big is Heller & Metzger, Inc.'s plan?

Heller & Metzger, Inc.'s plan reported $967K in assets and 8 participants for 2025.

Original filing (PDF)20260505142202NAL0001918098001

Heller & Metzger, Inc.

Name: Heller & Metzger, Inc. — Heller & Metzger, Inc., Form 5500 (2025)
Creator: Heller & Metzger, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Heller & Metzger, Inc. 401(k) Plan

401(k) retirement plan · Heller & Metzger, Inc.'s Heller & Metzger, Inc. 401(k) Plan held $967K in plan assets for 8 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$967K

Net assets (EOY)

$967K

Plan identifiers

Heller & Metzger, Inc.'s EIN is 52-1673153.

EIN 52-1673153

Plan number 001

Plan year 2025

ACK ID 20260505142202NAL0001918098001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Heller & Metzger, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Heller & Metzger, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HELLER & METZGER, INC..

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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

Knocking points off