How big is Heritage Conservancy's plan?

Heritage Conservancy's plan reported $1.2M in assets and 40 participants for 2025.

Original filing (PDF)20260428120333NAL0005492963001

Heritage Conservancy

Name: Heritage Conservancy — Heritage Conservancy 401(k), Form 5500 (2025)
Creator: Heritage Conservancy
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Heritage Conservancy 401(k) Plan

401(k) retirement plan · Heritage Conservancy's Heritage Conservancy 401(k) Plan held $1.2M in plan assets for 40 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Diane Hillman signed Heritage Conservancy's 2025 Form 5500 as plan administrator.

Diane Hillman — 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 Conservancy's EIN is 23-6296515.

EIN 23-6296515

Plan number 002

Plan year 2025

ACK ID 20260428120333NAL0005492963001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Heritage Conservancy from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Heritage Conservancy'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 CONSERVANCY.

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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