How big is Tracy A. Heichelbech, LLC's plan?

Tracy A. Heichelbech, LLC's plan reported $857K in assets and 3 participants for 2024.

Original filing (PDF)20250808093819NAL0013035122001

Tracy A. Heichelbech, LLC

Name: Tracy A. Heichelbech, LLC — Tracy A. Heichelbech, Form 5500 (2024)
Creator: Tracy A. Heichelbech, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Tracy A. Heichelbech, LLC 401(k) P/S Plan

401(k) retirement plan · Tracy A. Heichelbech, LLC's Tracy A. Heichelbech, LLC 401(k) P/S Plan held $857K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$857K

Net assets (EOY)

$857K

People on this filing

Brian Caffrey signed Tracy A. Heichelbech, LLC's 2024 Form 5500 as plan administrator.

Brian Caffrey — 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

Tracy A. Heichelbech, LLC's EIN is 81-4531465.

EIN 81-4531465

Plan number 001

Plan year 2024

ACK ID 20250808093819NAL0013035122001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Tracy A. Heichelbech, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Tracy A. Heichelbech, LLC's plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TRACY A. HEICHELBECH, 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (93rd percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

TRACY A. HEICHELBECH, LLC

EIN

all filings

Address

7361 CALHOUN PL STE 205 · DERWOOD, MD · 20855

Phone

(301) 984-3313

Industry

Finance & Insurance

Plan administrator