· 2022–2024 · DOL EFAST2

HERITAGE FINANCIAL SOLUTIONS, LLC — HERITAGE FINANCIAL SOLUTIONS, LLC SAFE HARBOR 401(K) PLAN, Form 5500 (2024)

Original filing (PDF)20250505101510NAL0005753331001

HERITAGE FINANCIAL SOLUTIONS, LLC

Form 5500-SF

FILING_RECEIVED

HERITAGE FINANCIAL SOLUTIONS, LLC SAFE HARBOR 401(K) PLAN

401(k) retirement plan

Active participants

2

Accounts w/ balance

2

Plan assets (EOY)

$166K

Net assets (EOY)

$166K

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

83

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

HERITAGE FINANCIAL SOLUTIONS, LLC

EIN

27-1788240all filings

Address

707 3RD AVENUE, SUITE B · DODGE CITY, KS · 67801

Phone

(620) 471-2020

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-05

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

CALLERO CAPITAL MANAGEMENT INC.

CALLERO CAPITAL MANAGEMENT INC. PROFIT SHARING PLAN & TRUST

$166K · 3 participants

TCAM, INC. 401(K) PLAN

$166K · 7 participants

MALLECK WEALTH MANAGEMENT GROUP, L.L.C.

MALLECK WEALTH MANAGEMENT GROUP, L.L.C. RETIREMENT PLAN

$166K · 3 participants

ALDEN CAPITAL MANAGEMENT

ALDEN CAPITAL MANAGEMENT, LLC. 401(K) PLAN

$166K · 16 participants

LUCEY MANAGEMENT LLC

LUCEY MANAGEMENT LLC 401K PROFIT SHARING PLAN AND TRUST

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.