Original filing (PDF)20250710092713NAL0003400307001

HERITAGE MANAGEMENT COMPANY LL

Name: HERITAGE MANAGEMENT COMPANY LL — HERITAGE MANAGEMENT COMPANY LL 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: HERITAGE MANAGEMENT COMPANY LL

Form 5500-SF

FILING_RECEIVED

HERITAGE MANAGEMENT COMPANY LL 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$532K

Net assets (EOY)

$532K

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HERITAGE MANAGEMENT COMPANY LL.

Plan sponsor

Name

HERITAGE MANAGEMENT COMPANY LL

EIN

22-3407771

Address

PO BOX 627 · RIDGEWOOD, NJ · 074510627

Phone

(201) 251-9700

Industry

Real Estatesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-10

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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