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BLUE HERON RESTORATION, INC. — BLUE HERON RESTORATION, INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2022) | Form 5500 Search
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Original filing (PDF)
20230722132404NAL0011929858001
BLUE HERON RESTORATION, INC.
Form 5500-SF
FILING_RECEIVED
BLUE HERON RESTORATION, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
3
Accounts w/ balance
7
Plan assets (EOY)
$499K
Net assets (EOY)
$499K
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
BLUE HERON RESTORATION, INC.
.
Find decision makers
Plan sponsor
Name
BLUE HERON RESTORATION, INC.
EIN
91-2194828
Address
81 MILBURN CIRCLE · PASADENA, MD · 211226161
Phone
(410) 439-5858
Industry
Construction
see all
Plan administrator
Name
TEFRA, INC.
EIN
52-1328716
City
ANNAPOLIS, MD
Phone
(410) 263-7644
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-07-22
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
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Helping the score
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No Schedule C compensation disclosed — likely a small plan or unbundled.
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