How big is Heltzel Williams PC's plan?

Heltzel Williams PC's plan reported $5.2M in assets and 21 participants for 2024.

Original filing (PDF)20250320152721NAL0006886897001

Heltzel Williams PC

Name: Heltzel Williams PC — The Advocates Profit Sharing, Form 5500 (2024)
Creator: Heltzel Williams PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Advocates Profit Sharing Plan

401(k) retirement plan · Heltzel Williams PC's The Advocates Profit Sharing Plan held $5.2M in plan assets for 21 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.2M

Net assets (EOY)

$5.2M

Plan identifiers

Heltzel Williams PC's EIN is 93-1071945.

EIN 93-1071945

Plan number 001

Plan year 2024

ACK ID 20250320152721NAL0006886897001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Heltzel Williams PC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

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Plan health score

Top-tier plan health

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

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

HELTZEL WILLIAMS PC

EIN

all filings

Address

P.O. BOX 1048 · SALEM, OR · 973081048

Phone

(503) 585-4422

Industry

Law Offices· Professional & Technical Services

Plan administrator