How big is Heritage Werks, Inc.'s plan?

Heritage Werks, Inc.'s plan reported $5.9M in assets and 65 participants for 2024.

Original filing (PDF)20250930154256NAL0011883729001

Heritage Werks, Inc.

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

Form 5500-SF

FILING_RECEIVED

Heritage Werks, Inc. Retirement Trust

401(k) retirement plan · Heritage Werks, Inc.'s Heritage Werks, Inc. Retirement Trust held $5.9M in plan assets for 65 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.9M

Net assets (EOY)

$5.9M

People on this filing

TARA Evans, for TAG Resources signed Heritage Werks, Inc.'s 2024 Form 5500 as plan administrator.

TARA Evans, for TAG Resources — 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 Werks, Inc.'s EIN is 26-4358231.

EIN 26-4358231

Plan number 001

Plan year 2024

ACK ID 20250930154256NAL0011883729001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Heritage Werks, Inc.'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 WERKS, INC..

Finding similar companies…

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