How big is Heritage Wealth Management Group's plan?

Heritage Wealth Management Group's plan reported $12K in assets and 8 participants for 2024.

Original filing (PDF)20251009103030NAL0006829793001

Heritage Wealth Management Group

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

Form 5500-SF

FILING_RECEIVED

Heritage Wealth Management Group 401(k) Plan

401(k) retirement plan · Heritage Wealth Management Group's Heritage Wealth Management Group 401(k) Plan held $12K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$12K

Net assets (EOY)

$12K

People on this filing

Kevin Hussey signed Heritage Wealth Management Group's 2024 Form 5500 as plan administrator.

Kevin Hussey — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Heritage Wealth Management Group's EIN is 20-0915060.

EIN 20-0915060

Plan number 001

Plan year 2024

ACK ID 20251009103030NAL0006829793001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Heritage Wealth Management Group's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 WEALTH MANAGEMENT GROUP.

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Plan health score

Above-average plan

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