Heritage Wealth Management Company (EIN 27-4618601) has filed 1 Form 5500 plan with the U.S. Department of Labor, covering $3.0M in plan assets and 33 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Heritage Wealth Management Company 401(k)/Stock Bonus Plan | 001 | 33 | $3.0M |
27-4618601 is the Employer Identification Number (EIN) Heritage Wealth Management Company 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 Oklahoma EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
