Original filing (PDF)20260422181312NAL0008566786001

Scott Heron CFP, CMFC, CHFC

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

Form 5500-SF

FILING_RECEIVED

Scott Heron Pension Plan

Defined-benefit pension plan · Scott Heron CFP, CMFC, CHFC's Scott Heron Pension Plan filed a Form 5500 for plan year 2025.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

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

EIN 77-0439714

Plan number 002

Plan year 2025

ACK ID 20260422181312NAL0008566786001

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 a defined-benefit pension formula, a cash-balance formula.

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.

Finding similar companies…

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score