Original filing (PDF)20250417221002NAL0002807472022

HERITAGE BROKERAGE SERVICES, LLC DBA CULTIVATE REAL ESTATE

Name: HERITAGE BROKERAGE SERVICES, LLC DBA CULTIVATE REAL ESTATE — HERITAGE BROKERAGE SERVICES, LLC DBA CULTIVATE REAL ESTATE 401(K) PLAN, Form 5500 (2024)
Creator: HERITAGE BROKERAGE SERVICES, LLC DBA CULTIVATE REAL ESTATE

Form 5500-SF

FILING_RECEIVED

HERITAGE BROKERAGE SERVICES, LLC DBA CULTIVATE REAL ESTATE 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$122K

Net assets (EOY)

$122K

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.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HERITAGE BROKERAGE SERVICES, LLC DBA CULTIVATE REAL ESTATE.

Plan sponsor

Name

HERITAGE BROKERAGE SERVICES, LLC DBA CULTIVATE REAL ESTATE

EIN

27-2170353

Address

110 S. WALNUT STREET · WEATHERFORD, TX · 76086

Phone

(817) 550-6666

Industry

Real Estatesee all

Plan administrator