How big is Heritage Stonemasonry LLC's plan?

Heritage Stonemasonry LLC's plan reported $333K in assets and 7 participants for 2024.

Original filing (PDF)20250701160945NAL0031007442001

Heritage Stonemasonry LLC

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

Form 5500-SF

FILING_RECEIVED

Heritage Stonemasonry 401(k) Plan

401(k) retirement plan · Heritage Stonemasonry LLC's Heritage Stonemasonry 401(k) Plan held $333K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$333K

Net assets (EOY)

$333K

People on this filing

Robin Watson signed Heritage Stonemasonry LLC's 2024 Form 5500 as plan administrator.

Robin Watson — 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

Heritage Stonemasonry LLC's EIN is 84-2501088.

EIN 84-2501088

Plan number 001

Plan year 2024

ACK ID 20250701160945NAL0031007442001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Heritage Stonemasonry LLC'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 HERITAGE STONEMASONRY LLC.

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score