How big is Simon Hegele Healthcare Solutions, LLC's plan?

Simon Hegele Healthcare Solutions, LLC's plan reported $4.1M in assets and 139 participants for 2024.

Original filing (PDF)20250923084618NAL0014350050001

Simon Hegele Healthcare Solutions, LLC

Name: Simon Hegele Healthcare Solutions, LLC — Form 5500 Plan 001 (2024)
Creator: Simon Hegele Healthcare Solutions, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Simon Hegele 401(k) Plan

401(k) retirement plan · Simon Hegele Healthcare Solutions, LLC's Simon Hegele 401(k) Plan held $4.1M in plan assets for 139 participants in 2024.

Signals · 1

No auditor on file

Active participants

139

Accounts w/ balance

Plan assets (EOY)

$4.1M

Net assets (EOY)

$4.1M

People on this filing

James Nestel signed Simon Hegele Healthcare Solutions, LLC's 2024 Form 5500 as plan administrator.

James Nestel — 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

Simon Hegele Healthcare Solutions, LLC's EIN is 68-0585429.

EIN 68-0585429

Plan number 001

Plan year 2024

ACK ID 20250923084618NAL0014350050001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Simon Hegele Healthcare Solutions, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Simon Hegele Healthcare Solutions, LLC'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 SIMON HEGELE HEALTHCARE SOLUTIONS, LLC.

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Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (10th percentile).

Helping the score