Heritage Financial & Investment Services, LLC (EIN 27-5022035) has filed 3 Form 5500 plans with the U.S. Department of Labor, covering $978K in plan assets and 8 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Heritage Financial & Investment Services, LLC 401(k) Plan | 001 | 4 | $976K |
| Heritage Financial & Investment Services LLC OFB Benefit Plan | 502 | 4 | $2K |
| Heritage Financial and Investment Services, LLC SOCA Benefit Plan | 501 | 0 | $0 |
27-5022035 is the Employer Identification Number (EIN) Heritage Financial & Investment Services, LLC 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 Ohio EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
