How big is Center for Heirs' Property Preserva's plan?

Center for Heirs' Property Preserva's plan reported $654K in assets and 54 participants for 2024.

Original filing (PDF)20251002113549NAL0000312339001

Center for Heirs' Property Preserva

Name: Center for Heirs' Property Preserva — Heirs' Propert, Form 5500 (2024)
Creator: Center for Heirs' Property Preserva
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Heirs' Property Retirement Plan

403(b) retirement plan · Center for Heirs' Property Preserva's Heirs' Property Retirement Plan held $654K in plan assets for 54 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$654K

Net assets (EOY)

$654K

People on this filing

Jennie L Stephens signed Center for Heirs' Property Preserva's 2024 Form 5500 as plan administrator.

Jennie L Stephens — 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

Center for Heirs' Property Preserva's EIN is 52-2452879.

EIN 52-2452879

Plan number 001

Plan year 2024

ACK ID 20251002113549NAL0000312339001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Center for Heirs' Property Preserva from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Center for Heirs' Property Preserva's plan includes ERISA 404(c) participant direction, a 403(b) annuity.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CENTER FOR HEIRS' PROPERTY PRESERVA.

Finding similar companies…

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