How big is Heritage Insurance Services' plan?

Heritage Insurance Services' plan reported $1.5M in assets and 48 participants for 2024.

Original filing (PDF)20250728114110NAL0002847552001

Heritage Insurance Services

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

Form 5500-SF

FILING_RECEIVED

Heritage Insurance Services 401(k) Plan

401(k) retirement plan · Heritage Insurance Services' Heritage Insurance Services 401(k) Plan held $1.5M in plan assets for 48 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

People on this filing

Becky Bjerke signed Heritage Insurance Services' 2024 Form 5500 as plan administrator.

Becky Bjerke — 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 Insurance Services' EIN is 27-0564443.

EIN 27-0564443

Plan number 001

Plan year 2024

ACK ID 20250728114110NAL0002847552001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Heritage Insurance Services' 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 INSURANCE SERVICES.

Finding similar companies…

Plan health score

Above-average plan

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