· 2022–2024 · DOL EFAST2

HERITAGE COUNSELING & CONSULTING — HERITAGE COUNSELING & CONSULTING PA 401(K) PLAN, Form 5500 (2023) | Form 5500 Search

Original filing (PDF)20240723084100NAL0006436659001

HERITAGE COUNSELING & CONSULTING

Form 5500-SF

FILING_RECEIVED

HERITAGE COUNSELING & CONSULTING PA 401(K) PLAN

401(k) retirement plan

Active participants

18

Accounts w/ balance

21

Plan assets (EOY)

$160K

Net assets (EOY)

$160K

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

61

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 HERITAGE COUNSELING & CONSULTING.

Plan sponsor

Name

HERITAGE COUNSELING & CONSULTING

EIN

20-8483695

Address

5910 N CENTRAL EXPY · STE 1820 · DALLAS, TX · 75206

Phone

(469) 680-3630

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-07-23

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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