Original filing (PDF)20250415082632NAL0001342595001

HERITAGE BRAND CO

Name: HERITAGE BRAND CO — HERITAGE BRAND CO 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: HERITAGE BRAND CO

Form 5500-SF

FILING_RECEIVED

HERITAGE BRAND CO 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$341K

Net assets (EOY)

$341K

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 (96th percentile).

Decision-maker contacts

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

Plan sponsor

Name

HERITAGE BRAND CO

EIN

26-3903800

Address

120 W SPRING ST · WEATHERFORD, TX · 760863249

Phone

(855) 389-9889

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