How big is Heritage Preparatory School's plan?

Heritage Preparatory School's plan reported $1.1M in assets and 71 participants for 2024.

Original filing (PDF)20250804141949NAL0001060513001

Heritage Preparatory School

Name: Heritage Preparatory School — Heritage Preparatory, Form 5500 (2024)
Creator: Heritage Preparatory School
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Heritage Preparatory School 401(k) Plan

401(k) retirement plan · Heritage Preparatory School's Heritage Preparatory School 401(k) Plan held $1.1M in plan assets for 71 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Nikia Martin signed Heritage Preparatory School's 2024 Form 5500 as plan administrator.

Nikia Martin — 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

Heritage Preparatory School's EIN is 58-2403432.

EIN 58-2403432

Plan number 001

Plan year 2024

ACK ID 20250804141949NAL0001060513001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Heritage Preparatory School from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Heritage Preparatory School's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Above-average plan

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