What public Form 5500 filings show about the Heritage Financial Advisors Inc. 401(k) plan — and how to find and check your own account.
Heritage Financial Advisors Inc. (EIN 82-4837455) reports HERITAGE FINANCIAL ADVISORS 401K PLAN on its most recent Form 5500, with $635K in plan assets across 3 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Heritage Financial Advisors Inc. filing — schedules, fees, and providers.
Heritage Financial Advisors Inc.’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Heritage Financial Advisors Inc.HR for the recordkeeper’s name and login.
