How big is The Heller Group, LLC's plan?

The Heller Group, LLC's plan reported $3.0M in assets and 10 participants for 2024.

Original filing (PDF)20250709091016NAL0007892176001

The Heller Group, LLC

Name: The Heller Group, LLC — The Heller Group, LLC Profit, Form 5500 (2024)
Creator: The Heller Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Heller Group, LLC Profit Sharing Plan

401(k) retirement plan · The Heller Group, LLC's The Heller Group, LLC Profit Sharing Plan held $3.0M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

People on this filing

Robert Goldberg signed The Heller Group, LLC's 2024 Form 5500 as plan administrator.

Robert Goldberg — 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

The Heller Group, LLC's EIN is 76-0830065.

EIN 76-0830065

Plan number 001

Plan year 2024

ACK ID 20250709091016NAL0007892176001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

The Heller Group, 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 THE HELLER 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