Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
HEFFLEY AND ASSOCIATES, INC.
EIN 59-3626179Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$5.9M assets
Welfare
0
Participants
4
8975 WINGED FOOT DRIVE - TALLAHASSEE, FL 32312850-513-1200
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.9M assets / 4 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
HEFFLEY AND ASSOCIATES, INC. PROFIT SHARING 401(K) PLAN
401k
Assets$4.6M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
HEFFLEY AND ASSOCIATES, INC. DEFINED BENEFIT PLAN
CashBalance
Assets$1.3M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | HEFFLEY AND ASSOCIATES, INC. PROFIT SHARING 401(K) PLAN | 401k | $4.6M | 2 | 2024 | |
| 002 | HEFFLEY AND ASSOCIATES, INC. DEFINED BENEFIT PLAN | CashBalance | $1.3M | 2 | 2024 |
Retirement plans