401(k) retirement plan · The Heritage Company's The Heritage Company 401(k) Plan held $4.9M in plan assets for 8 participants in 2024.
Signals · 1
High average account balance
Active participants
8
Accounts w/ balance
10
Plan assets (EOY)
$4.9M
Net assets (EOY)
$4.9M
Plan health score
Top-tier plan health
Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.
Compliance & integrity
100
Total plan cost
n/a
Plan health
85
Vendor & structure
100
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (91st percentile).
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE HERITAGE COMPANY.
