Original filing (PDF)20251229132806NAL0041853570001

HEICK HESTER SMITH & ASSOCIATES LLC

Name: HEICK HESTER SMITH & ASSOCIATES LLC — HEICK HESTER SMITH & ASSOCIATES LLC CBS BENEFIT PLAN, Form 5500 (2024)
Creator: HEICK HESTER SMITH & ASSOCIATES LLC

Form 5500-SF

FILING_RECEIVED

HEICK HESTER SMITH & ASSOCIATES LLC CBS BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$63K

Net assets (EOY)

$20K

Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

HEICK HESTER SMITH & ASSOCIATES LLC

EIN

61-1275187all filings

Address

408 BLANKENBAKER PARKWAY · STE 100 · LOUISVILLE, KY · 40243

Phone

(502) 489-3900

Industry

Finance & Insurancesee all

Plan administrator