Original filing (PDF)20250813104904NAL0025331810001

FIRST HERITAGE INSURANCE AGENCY INC.

Name: FIRST HERITAGE INSURANCE AGENCY INC. — FHIA 401(K) PLAN, Form 5500 (2024)
Creator: FIRST HERITAGE INSURANCE AGENCY INC.

Form 5500-SF

FILING_RECEIVED

FHIA 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$59K

Net assets (EOY)

$59K

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

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

FIRST HERITAGE INSURANCE AGENCY INC.

EIN

20-0288076all filings

Address

324 SOUTH SERVICE ROAD · SUITE 101 · MELVILLE, NY · 11747

Phone

(631) 659-2889

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator