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
28
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HERITAGE MANAGEMENT COMPANY, INC..
Plan sponsor
Name
HERITAGE MANAGEMENT COMPANY, INC.
EIN
04-3246449
Address
C/O HERITAGE COMPANIES 70 QUINCY AV · QUINCY, MA · 02169
