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HEES ENTERPRISES, INC. — HEES ENTERPRISES, INC. CASH BALANCE PLAN, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20250428143347NAL0027337186002
HEES ENTERPRISES, INC.
Form 5500-SF
FILING_RECEIVED
HEES ENTERPRISES, INC. CASH BALANCE PLAN
Defined-benefit pension plan
Active participants
7
Accounts w/ balance
—
Plan assets (EOY)
$1.3M
Net assets (EOY)
$1.3M
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
HEES ENTERPRISES, INC.
.
Find decision makers
Plan sponsor
Name
HEES ENTERPRISES, INC.
EIN
93-0580209
Address
#1 12TH STREET, SUITE 15 · PO BOX 1110 · ASTORIA, OR · 97103
Phone
(503) 325-8778
Industry
Wholesale Trade
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-12-01
Tax period
2024-11-30
Filed
2025-04-28
Pension benefit codes
1B · Flat-dollar DB formula
1C · Cash balance or similar hybrid DB
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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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.
NOARK ELECTRIC USA INC
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$12.5B
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$12.1B
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$11.1B
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$8.6B
