Heritage Financial Advisory Group, LLC (EIN 86-3557139) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $3.3M in plan assets and 6 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Heritage Financial Advisory Group, LLC 401(k) Profit Sharing Plan | 002 | 3 | $2.5M |
| Heritage Financial Advisory Group, LLC Cash Balance Plan | 001 | 3 | $815K |
86-3557139 is the Employer Identification Number (EIN) Heritage Financial Advisory Group, 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 South Carolina EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
