Original filing (PDF)20250502111344NAL0006435776001

HERITAGE PEDIATRICS, PLLC

Name: HERITAGE PEDIATRICS, PLLC — HERITAGE PEDIATRICS, PLLC 401(K) PLAN, Form 5500 (2024)
Creator: HERITAGE PEDIATRICS, PLLC

Form 5500-SF

FILING_RECEIVED

HERITAGE PEDIATRICS, PLLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$585K

Net assets (EOY)

$585K

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

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 PEDIATRICS, PLLC.

Plan sponsor

Name

HERITAGE PEDIATRICS, PLLC

EIN

26-1294927

Address

8031 BROADWAY · SAN ANTONIO, TX · 78209

Phone

(210) 824-7938

Industry

Health Care & Social Assistancesee 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

2025-05-02

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Health Care & Social Assistance plans

FELIX SIGAL D.P.M., A PROFESSIONAL CORPORATION

FELIX SIGAL, D.P.M., A PROFESSIONAL CORPORATION 401(K) PROFIT SHARING PLAN

$587K · 5 participants

BIEBEL AND DECOTIIS PODIATRY ASSOCIATES LLC

BIEBEL AND DECOTIIS PODIATRY ASSOCIATES PSP

$587K · 20 participants

HIGH DESERT FOOT & ANKLE CLINIC, A PROFESSIONAL CORPORATION

HIGH DESERT FOOT & ANKLE CLINIC, A PROFESSIONAL CORPORATION 401(K) PLAN

$587K · 11 participants

EASTSIDE PODIATRY, LLP

EASTSIDE PODIATRY, LLP 401(K) PLAN

$582K · 2 participants

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.