ADK HERITAGE LAW, A PROFESSIONAL CORPORATION — ADK HERITAGE LAW, A PROFESSIONAL CORPORATION 401(K) RETIREMENT PLAN, Form 5500 (2023) | Form 5500 Search
ADK HERITAGE LAW, A PROFESSIONAL CORPORATION 401(K) RETIREMENT PLAN
Defined-contribution retirement plan
Active participants
6
Accounts w/ balance
2
Plan assets (EOY)
$4K
Net assets (EOY)
$4K
Plan health score
Above-average plan
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
21
Vendor & structure
100
Knocking points off
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (12th percentile).
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ADK HERITAGE LAW, A PROFESSIONAL CORPORATION.
Plan sponsor
Name
ADK HERITAGE LAW, A PROFESSIONAL CORPORATION
EIN
92-1362414
Address
144 DAVIS ST. · SANTA PAULA, CA · 93060
Phone
(805) 947-4372
Industry
Law Offices· Professional & Technical Servicessee all
