How big is Heritage Financial LLC's plan?

Heritage Financial LLC's plan reported $870K in assets and 8 participants for 2024.

Original filing (PDF)20251015113023NAL0009335474001

Heritage Financial LLC

Name: Heritage Financial LLC — Heritage Financial LLC, Form 5500 (2024)
Creator: Heritage Financial LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Heritage Financial LLC 401(k) P/S Plan

401(k) retirement plan · Heritage Financial LLC's Heritage Financial LLC 401(k) P/S Plan held $870K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$870K

Net assets (EOY)

$870K

People on this filing

Douglas Gjerde signed Heritage Financial LLC's 2024 Form 5500 as plan administrator.

Douglas Gjerde — 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 Financial LLC's EIN is 26-1616084.

EIN 26-1616084

Plan number 001

Plan year 2024

ACK ID 20251015113023NAL0009335474001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Heritage Financial LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Heritage Financial LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 FINANCIAL LLC.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Plan sponsor

Name

HERITAGE FINANCIAL LLC

EIN

all filings

Address

2021 S WEBSTER AVE · GREEN BAY, WI · 54301

Phone

(920) 435-8436

Industry

Finance & Insurance

Plan administrator