How big is Heritage Valuation Services, LLC's plan?

Heritage Valuation Services, LLC's plan reported $44K in assets and 2 participants for 2025.

Original filing (PDF)20260524054646NAL0004911232001

Heritage Valuation Services, LLC

Name: Heritage Valuation Services, LLC — Heritage Valuatio, Form 5500 (2025)
Creator: Heritage Valuation Services, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Heritage Valuation Services, LLC 401(k) Plan

401(k) retirement plan · Heritage Valuation Services, LLC's Heritage Valuation Services, LLC 401(k) Plan held $44K in plan assets for 2 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$44K

Net assets (EOY)

$44K

Plan identifiers

Heritage Valuation Services, LLC's EIN is 26-2262734.

EIN 26-2262734

Plan number 002

Plan year 2025

ACK ID 20260524054646NAL0004911232001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Heritage Valuation Services, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 VALUATION SERVICES, 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

Knocking points off