· 2022–2024 · DOL EFAST2

Theodore H Heaton III — Ted Heaton State Farm Agency, Form 5500 (2025)

Original filing (PDF)20260717163902NAL0008753186001

Theodore H Heaton III

Form 5500-SF

FILING_RECEIVED

Ted Heaton State Farm Agency 401(k) Plan

401(k) retirement plan · Theodore H Heaton III's Ted Heaton State Farm Agency 401(k) Plan held $108K in plan assets for 22 participants in 2025.

Active participants

22

Accounts w/ balance

21

Plan assets (EOY)

$108K

Net assets (EOY)

$108K

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

48

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

THEODORE H HEATON III

EIN

74-2133073all filings

Address

3933 STECK AVE STE B111 · AUSTIN, TX · 78759

Phone

(512) 343-9361

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-02-01

Tax period

2025-12-31

Filed

2026-07-17

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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