How big is Heritage Psychiatry Services, P.C.'s plan?

Heritage Psychiatry Services, P.C.'s plan reported $1.3M in assets and 1 participants for 2024.

Original filing (PDF)20250822092748NAL0002479779001

Heritage Psychiatry Services, P.C.

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

Form 5500-SF

FILING_RECEIVED

Heritage Psychiatry Services, P.C. 401(k) Profit Sharing Plan

401(k) retirement plan · Heritage Psychiatry Services, P.C.'s Heritage Psychiatry Services, P.C. 401(k) Profit Sharing Plan held $1.3M in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

David Trachtenberg signed Heritage Psychiatry Services, P.C.'s 2024 Form 5500 as plan administrator.

David Trachtenberg — 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 Psychiatry Services, P.C.'s EIN is 27-1070353.

EIN 27-1070353

Plan number 001

Plan year 2024

ACK ID 20250822092748NAL0002479779001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Heritage Psychiatry Services, P.C.'s plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (95th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

HERITAGE PSYCHIATRY SERVICES, P.C.

EIN

all filings

Address

8 INDEPENDENCE DRIVE · MANHASSET HILLS, NY · 11040

Phone

(917) 821-1027

Industry

Health Care & Social Assistance

Plan administrator