Original filing (PDF)20250902150237NAL0014529233001

Natalie Heredia

Name: Natalie Heredia — Natalie Heredia 401(k) Profit, Form 5500 (2024)
Creator: Natalie Heredia
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Natalie Heredia 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Natalie Heredia's Natalie Heredia 401(k) Profit Sharing Plan & Trust filed a Form 5500 for plan year 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Anthony M. Ward, ESQ. signed Natalie Heredia's 2024 Form 5500 as plan administrator.

Anthony M. Ward, ESQ. — 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

Natalie Heredia's EIN is 81-4684383.

EIN 81-4684383

Plan number 001

Plan year 2024

ACK ID 20250902150237NAL0014529233001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Natalie Heredia from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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