How big is Heritage Management Services LLC's plan?

Heritage Management Services LLC's plan reported $189K in assets and 14 participants for 2024.

Original filing (PDF)20250630173017NAL0027952658001

Heritage Management Services LLC

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

Form 5500-SF

FILING_RECEIVED

Heritage Management Services LLC 401(k) Profit Sharing Plan & TRU

401(k) retirement plan · Heritage Management Services LLC's Heritage Management Services LLC 401(k) Profit Sharing Plan & TRU held $189K in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$189K

Net assets (EOY)

$189K

People on this filing

Shirley Horner signed Heritage Management Services LLC's 2024 Form 5500 as plan administrator.

Shirley Horner — 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 Management Services LLC's EIN is 26-3827597.

EIN 26-3827597

Plan number 001

Plan year 2024

ACK ID 20250630173017NAL0027952658001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Heritage Management Services LLC'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 MANAGEMENT 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