HERITAGE FINANCIAL & INVESTMENT SERVICES, LLC
EIN 27-5022035WOODSFIELD, OH
HERITAGE FINANCIAL & INVESTMENT SERVICES, LLC (EIN 27-5022035) has filed 3 Form 5500 plans with the U.S. Department of Labor, covering $775K in plan assets and 8 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
Plans filed
3
Participants
8
Total assets
$775K
A HERITAGE FINANCIAL & INVESTMENT SERVICES, LLC employee? See the HERITAGE FINANCIAL & INVESTMENT SERVICES, LLC 401(k) plan — assets, recordkeeper, and how to find and check your account.
Form 5500 plans filed under EIN 27-5022035
Form 5500 search →| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| HERITAGE FINANCIAL & INVESTMENT SERVICES, LLC 401(K) PLAN | 001 | 4 | $775K |
| HERITAGE FINANCIAL & INVESTMENT SERVICES LLC OFB BENEFIT PLAN | 502 | 4 | $183 |
| HERITAGE FINANCIAL AND INVESTMENT SERVICES, LLC SOCA BENEFIT PLAN | 501 | 0 | $0 |
About this EIN
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?