How big is Scott Heron, CFP, CMFC, CHFC's plan?

Scott Heron, CFP, CMFC, CHFC's plan reported $4.0M in assets and 3 participants for 2025.

Original filing (PDF)20260323123053NAL0001557744001

Scott Heron, CFP, CMFC, CHFC

Name: Scott Heron, CFP, CMFC, CHFC — Scott Heron 401(k), Form 5500 (2025)
Creator: Scott Heron, CFP, CMFC, CHFC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Scott Heron 401(k) Plan

401(k) retirement plan · Scott Heron, CFP, CMFC, CHFC's Scott Heron 401(k) Plan held $4.0M in plan assets for 3 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.0M

Net assets (EOY)

$4.0M

Plan identifiers

Scott Heron, CFP, CMFC, CHFC's EIN is 77-0439714.

EIN 77-0439714

Plan number 001

Plan year 2025

ACK ID 20260323123053NAL0001557744001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Scott Heron, CFP, CMFC, CHFC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Scott Heron, CFP, CMFC, CHFC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SCOTT HERON, CFP, CMFC, CHFC.

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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