Original filing (PDF)20251008135646NAL0003060403001

HERITAGE VENTURES INC

Name: HERITAGE VENTURES INC — HERITAGE VENTURES INC. 401(K) PLAN, Form 5500 (2024)
Creator: HERITAGE VENTURES INC

Form 5500-SF

FILING_RECEIVED

HERITAGE VENTURES INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$9K

Net assets (EOY)

$9K

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HERITAGE VENTURES INC.

Plan sponsor

Name

HERITAGE VENTURES INC

EIN

01-0927638

Address

2002 ELM AVE · MODESTO, CA · 953581627

Phone

(209) 595-5264

Industry

Retail Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-08

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

3C · Not intended to be qualified

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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