What public Form 5500 filings show about the Heritage Wealth Management LLC 401(k) plan — and how to find and check your own account.
Heritage Wealth Management LLC (EIN 84-5043219) reports HERITAGE WEALTH MANAGEMENT LLC 401K PS PLAN on its most recent Form 5500, with $557K 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 Wealth Management LLC filing — schedules, fees, and providers.
Heritage Wealth Management LLC’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 Wealth Management LLCHR for the recordkeeper’s name and login.
