How big is Heaton Fontano, Ltd.'s plan?

Heaton Fontano, Ltd.'s plan reported $986K in assets and 3 participants for 2024.

Original filing (PDF)20250925161024NAL0012461778001

Heaton Fontano, Ltd.

Name: Heaton Fontano, Ltd. — Heaton Fontano, Ltd. 401(k), Form 5500 (2024)
Creator: Heaton Fontano, Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Heaton Fontano, Ltd. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Heaton Fontano, Ltd.'s Heaton Fontano, Ltd. 401(k) Profit Sharing Plan & Trust held $986K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$986K

Net assets (EOY)

$986K

Plan identifiers

Heaton Fontano, Ltd.'s EIN is 81-4718237.

EIN 81-4718237

Plan number 001

Plan year 2024

ACK ID 20250925161024NAL0012461778001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Heaton Fontano, Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Heaton Fontano, Ltd.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

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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