· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
HEI, INC. — HEI, INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250911153543NAL0000934064001
HEI, INC.
Form 5500-SF
FILING_RECEIVED
HEI, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
49
Accounts w/ balance
60
Plan assets (EOY)
$2.0M
Net assets (EOY)
$2.0M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
HEI, INC.
.
Find decision makers
Plan sponsor
Name
HEI, INC.
EIN
85-0449865
Address
3800 VASSAR DRIVE, NE · ALBUQUERQUE, NM · 87107
Phone
(505) 880-1819
Industry
Construction
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-11
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Construction plans
EDWARDS SALES LLC
EDWARDS SALES CORPORATION 401(K) RETIREMENT PLAN
$2.0M · 10 participants
BERRY CONSTRUCTION COMPANY, INC.
BERRY CONSTRUCTION COMPANY, INC. 401(K) PLAN
$2.0M · 90 participants
TCL PARTNERS
TCL PARTNERS 401(K) SAVINGS PLAN
$2.0M · 10 participants
S & D CONTRACTING CORPORATION
S & D CONTRACTING CORPORATION 401(K) PLAN
$2.0M · 55 participants
ASBESTOS WORKERS LOCAL UNION DEFINED CONTRIBUTION PLAN
ASBESTOS WORKERS LOCAL UNION 55 DEFINED CONTRIBUTION PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$2.0M · 164 participants
ON SITE MANAGEMENT
ON SITE MANAGEMENT 401K PLAN
$2.0M · 4 participants
Large plans in New Mexico
LAWRENCE LIVERMORE NAT'L SECURITY, LLC AND TRIAD NAT'L SECURITY, LLC
LAWRENCE LIVERMORE NAT'L SECURITY,LLC AND TRIAD NAT'L SECURITY LLC DEFINED BENEFIT PENSION PLAN GROUP TRUST
$10.2B
NATIONAL TECHNOLOGY & ENGINEERING SOLUTIONS OF SANDIA, LLC
NTESS SAVINGS AND INCOME PLAN
$7.2B · 15,950 participants
NATIONAL TECHNOLOGY & ENGINEERING SOLUTIONS OF SANDIA, LLC
NTESS RETIREMENT INCOME PLAN
$6.2B · 3,118 participants
TRIAD NATIONAL SECURITY, LLC
TRIAD DEFINED BENEFIT PENSION PLAN
$5.6B · 1,851 participants
TRIAD NATIONAL SECURITY, LLC
TRIAD DEFINED CONTRIBUTION PLANS MASTER TRUST
$3.3B
TRIAD NATIONAL SECURITY, LLC
TRIAD 401(K) RETIREMENT PLAN
$2.5B · 12,888 participants
