How big is Conway Heaton, Inc.'s plan?

Conway Heaton, Inc.'s plan reported $2.6M in assets and 38 participants for 2024.

Original filing (PDF)20250929141253NAL0013965872001

Conway Heaton, Inc.

Name: Conway Heaton, Inc. — Conway Heaton, Inc. 401(k), Form 5500 (2024)
Creator: Conway Heaton, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Conway Heaton, Inc. 401(k) Plan

401(k) retirement plan · Conway Heaton, Inc.'s Conway Heaton, Inc. 401(k) Plan held $2.6M in plan assets for 38 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

People on this filing

Rhonda Grugin signed Conway Heaton, Inc.'s 2024 Form 5500 as plan administrator.

Rhonda Grugin — 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

Conway Heaton, Inc.'s EIN is 61-0405660.

EIN 61-0405660

Plan number 002

Plan year 2024

ACK ID 20250929141253NAL0013965872001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Conway Heaton, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.

Decision-maker contacts

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