Heritage Financial Partners, Inc. (EIN 25-1379620) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $4.0M in plan assets and 3 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Heritage Financial Partners, Inc. 401(k) PSP | 001 | 3 | $4.0M |
| Heritage Financial Partners Cash Balance Plan | 002 | 0 | $0 |
25-1379620 is the Employer Identification Number (EIN) Heritage Financial Partners, Inc. reports on its Form 5500 filings with the U.S. Department of Labor. The same EIN identifies the employer across all of its retirement and health plans.
Find other employers in the same state on Pennsylvania EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
