How big is Heather Allen Design Group, LLC's plan?

Heather Allen Design Group, LLC's plan reported $130K in assets and 8 participants for 2024.

Original filing (PDF)20251015111513NAL0008924226001

Heather Allen Design Group, LLC

Name: Heather Allen Design Group, LLC — Heather Allen, Form 5500 (2024)
Creator: Heather Allen Design Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Heather Allen Design Group, LLC 401(k) Plan

401(k) retirement plan · Heather Allen Design Group, LLC's Heather Allen Design Group, LLC 401(k) Plan held $130K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$130K

Net assets (EOY)

$130K

People on this filing

Samantha Lucas signed Heather Allen Design Group, LLC's 2024 Form 5500 as plan administrator.

Samantha Lucas — 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

Heather Allen Design Group, LLC's EIN is 61-1526966.

EIN 61-1526966

Plan number 001

Plan year 2024

ACK ID 20251015111513NAL0008924226001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Heather Allen Design Group, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HEATHER ALLEN DESIGN GROUP, 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