How big is Hefco, LLC's plan?

Hefco, LLC's plan reported $6.8M in assets and 7 participants for 2024.

Original filing (PDF)20250902091938NAL0024217504001

Hefco, LLC

Name: Hefco, LLC — Hefco, LLC 401(k) Plan, Form 5500 (2024)
Creator: Hefco, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Hefco, LLC 401(k) Plan

401(k) retirement plan · Hefco, LLC's Hefco, LLC 401(k) Plan held $6.8M in plan assets for 7 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.8M

Net assets (EOY)

$6.8M

Plan identifiers

Hefco, LLC's EIN is 58-2150948.

EIN 58-2150948

Plan number 003

Plan year 2024

ACK ID 20250902091938NAL0024217504001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Hefco, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Hefco, LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (97th percentile).

Plan sponsor

Name

HEFCO, LLC

EIN

all filings

Address

100 MANSELL CIRCLE · ROSWELL, GA · 30076

Phone

(770) 587-3917

Industry

Wholesale Trade

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

2025-09-02

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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