How big is Heritage Pediatrics, PLLC's plan?

Heritage Pediatrics, PLLC's plan reported $792K in assets and 19 participants for 2025.

Original filing (PDF)20260504110437NAL0004871840001

Heritage Pediatrics, PLLC

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

Form 5500-SF

FILING_RECEIVED

Heritage Pediatrics, PLLC 401(k) Plan

401(k) retirement plan · Heritage Pediatrics, PLLC's Heritage Pediatrics, PLLC 401(k) Plan held $792K in plan assets for 19 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$792K

Net assets (EOY)

$792K

People on this filing

Joshua Tardy signed Heritage Pediatrics, PLLC's 2025 Form 5500 as plan administrator.

Joshua Tardy — 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 Pediatrics, PLLC's EIN is 26-1294927.

EIN 26-1294927

Plan number 001

Plan year 2025

ACK ID 20260504110437NAL0004871840001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Heritage Pediatrics, PLLC'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 PEDIATRICS, PLLC.

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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