How big is Heirloom Ventures' plan?

Heirloom Ventures' plan reported $260 in assets and 2 participants for 2024.

Original filing (PDF)20251126140727NAL0002528947001

Heirloom Ventures

Name: Heirloom Ventures — Heirloom Ventures SOCA Benefit, Form 5500 (2024)
Creator: Heirloom Ventures
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Heirloom Ventures SOCA Benefit Plan

Health & welfare plan · Heirloom Ventures' Heirloom Ventures SOCA Benefit Plan held $260 in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$260

Net assets (EOY)

$89

People on this filing

Matt Appenzeller signed Heirloom Ventures' 2024 Form 5500 as plan administrator.

Matt Appenzeller — 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

Heirloom Ventures' EIN is 88-2668965.

EIN 88-2668965

Plan number 501

Plan year 2024

ACK ID 20251126140727NAL0002528947001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Heirloom Ventures' plan includes health coverage.

Decision-maker contacts

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

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Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score