How big is Heather Wells, Inc.'s plan?

Heather Wells, Inc.'s plan reported $2.8M in assets and 8 participants for 2025.

Original filing (PDF)20260304150702NAL0005001504001

Heather Wells, Inc.

Name: Heather Wells, Inc. — Heather Wells, Inc. 401(k), Form 5500 (2025)
Creator: Heather Wells, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Heather Wells, Inc. 401(k) Plan

401(k) retirement plan · Heather Wells, Inc.'s Heather Wells, Inc. 401(k) Plan held $2.8M in plan assets for 8 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

People on this filing

Heather Wells signed Heather Wells, Inc.'s 2025 Form 5500 as plan administrator.

Heather Wells — 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

Heather Wells, Inc.'s EIN is 81-0890247.

EIN 81-0890247

Plan number 001

Plan year 2025

ACK ID 20260304150702NAL0005001504001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Heather Wells, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Heather Wells, Inc.'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 HEATHER WELLS, INC..

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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