Form 5500 Search

Heritage Financial Consultants, LLC

EIN 52-2159019HUNT VALLEY, MD

Heritage Financial Consultants, LLC (EIN 52-2159019) has filed 1 Form 5500 plan with the U.S. Department of Labor, covering $5.6M in plan assets and 16 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.

Plans filed
1
Participants
16
Total assets
$5.6M
A Heritage Financial Consultants, LLC employee? See the Heritage Financial Consultants, LLC 401(k) plan — assets, recordkeeper, and how to find and check your account.

Form 5500 plans filed under EIN 52-2159019

Form 5500 search →

About this EIN

52-2159019 is the Employer Identification Number (EIN) Heritage Financial Consultants, 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 Maryland EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?

Heritage Financial Consultants, LLC EIN & Form 5500