How big is Heritage Strategies LLC's plan?

Heritage Strategies LLC's plan reported $801K in assets and 13 participants for 2024.

Original filing (PDF)20251013081137NAL0001472704001

Heritage Strategies LLC

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

Form 5500-SF

FILING_RECEIVED

Heritage Strategies LLC 401(k) Plan

401(k) retirement plan · Heritage Strategies LLC's Heritage Strategies LLC 401(k) Plan held $801K in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$801K

Net assets (EOY)

$801K

People on this filing

Heather Geyer signed Heritage Strategies LLC's 2024 Form 5500 as plan administrator.

Heather Geyer — 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 Strategies LLC's EIN is 26-3902173.

EIN 26-3902173

Plan number 001

Plan year 2024

ACK ID 20251013081137NAL0001472704001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HERITAGE STRATEGIES 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