Original filing (PDF)20251014163923NAL0004558720004

HEIGHTENED INDEPENDENCE AND PROGRESS

Name: HEIGHTENED INDEPENDENCE AND PROGRESS — HEIGHTENED INDEPENDENCE AND PROGRESS TAX DEFERRED ANNUITY, Form 5500 (2024)
Creator: HEIGHTENED INDEPENDENCE AND PROGRESS

Form 5500-SF

FILING_RECEIVED

HEIGHTENED INDEPENDENCE AND PROGRESS TAX DEFERRED ANNUITY

403(b) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$280K

Net assets (EOY)

$280K

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HEIGHTENED INDEPENDENCE AND PROGRESS.

Plan sponsor

Name

HEIGHTENED INDEPENDENCE AND PROGRESS

EIN