Heritage Capital Advisors, LLC (EIN 86-1051433) has filed 1 Form 5500 plan with the U.S. Department of Labor, covering $19.6M in plan assets and 14 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Heritage Capital Advisors, LLC Retirement Plan | 001 | 14 | $19.6M |
86-1051433 is the Employer Identification Number (EIN) Heritage Capital Advisors, 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 Connecticut EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
