How big is Heritage Consultants, LLC's plan?

Heritage Consultants, LLC's plan reported $131K in assets and 17 participants for 2024.

Original filing (PDF)20251017103552NAL0009788512001

Heritage Consultants, LLC

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

Form 5500-SF

FILING_RECEIVED

Heritage Consultants 401(k) Plan

401(k) retirement plan · Heritage Consultants, LLC's Heritage Consultants 401(k) Plan held $131K in plan assets for 17 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$131K

Net assets (EOY)

$131K

Plan identifiers

Heritage Consultants, LLC's EIN is 20-0811712.

EIN 20-0811712

Plan number 001

Plan year 2024

ACK ID 20251017103552NAL0009788512001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Heritage Consultants, LLC'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 CONSULTANTS, LLC.

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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