HEILIGER-MARSH INC 401(K) PROFIT SHARING PLAN AND TRUST

[ EIN: 33-0580928 | Plan No. 001 ]

HEILIGER-MARSH INC 401(K) PROFIT SHARING PLAN AND TRUST is reported on Form 5500 as a 401(k) plan sponsored by HEILIGER-MARSH, INC.. For the 2024 plan year, the plan had 28 participants and total assets of $508,484.

Form 5500 filings provide transparency into participant counts, financial structure, and compliance reporting.

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Plan Sponsor: HEILIGER-MARSH, INC.

Location: 445 CORPORATE DR, STE A, ESCONDIDIO, CA 92029

EIN: 330580928

Plan Number: 001

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 28

Total Assets: $508,484

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