How big is Heron Holdings Inc.'s plan?

Heron Holdings Inc.'s plan reported $1.1M in assets and 18 participants for 2023.

Original filing (PDF)20240423125206NAL0020682674001

Heron Holdings Inc.

Name: Heron Holdings Inc. — Heron Holdings Inc. 401(k), Form 5500 (2023)
Creator: Heron Holdings Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Heron Holdings Inc. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Heron Holdings Inc.'s Heron Holdings Inc. 401(k) Profit Sharing Plan & Trust held $1.1M in plan assets for 18 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Jacqui Copperwheat signed Heron Holdings Inc.'s 2023 Form 5500 as plan administrator.

Jacqui Copperwheat — 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

Heron Holdings Inc.'s EIN is 59-0897576.

EIN 59-0897576

Plan number 002

Plan year 2023

ACK ID 20240423125206NAL0020682674001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Heron Holdings Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Heron Holdings Inc.'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 HERON HOLDINGS INC.

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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