How big is The Heritage Law Group's plan?

The Heritage Law Group's plan reported $460K in assets and 14 participants for 2024.

Original filing (PDF)20250523125329NAL0002743299001

The Heritage Law Group

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

Form 5500-SF

FILING_RECEIVED

The Heritage Law Group 401(k) Plan

401(k) retirement plan · The Heritage Law Group's The Heritage Law Group 401(k) Plan held $460K in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$460K

Net assets (EOY)

$460K

Plan identifiers

The Heritage Law Group's EIN is 13-4341909.

EIN 13-4341909

Plan number 001

Plan year 2024

ACK ID 20250523125329NAL0002743299001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Heritage Law Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Heritage Law Group'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 THE HERITAGE LAW GROUP.

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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

Knocking points off