How big is Heritage Turbines, Inc.'s plan?

Heritage Turbines, Inc.'s plan reported $1.5M in assets and 9 participants for 2024.

Original filing (PDF)20250626053747NAL0008290449001

Heritage Turbines, Inc.

Name: Heritage Turbines, Inc. — Heritage Turbines, Inc., Form 5500 (2024)
Creator: Heritage Turbines, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Heritage Turbines, Inc. Retirement Plan

401(k) retirement plan · Heritage Turbines, Inc.'s Heritage Turbines, Inc. Retirement Plan held $1.5M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

Plan identifiers

Heritage Turbines, Inc.'s EIN is 04-3411906.

EIN 04-3411906

Plan number 001

Plan year 2024

ACK ID 20250626053747NAL0008290449001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Heritage Turbines, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Heritage Turbines, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HERITAGE TURBINES, INC..

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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

Vendor & structure

100

Helping the score