Original filing (PDF)20260427220121NAL0014189936029

Heritage Brokerage Services, LLC DBA Cultivate Real Estate

Name: Heritage Brokerage Services, LLC DBA Cultivate Real Estate — Form 5500 Plan 001 (2025)
Creator: Heritage Brokerage Services, LLC DBA Cultivate Real Estate
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Heritage Brokerage Services, LLC DBA Cultivate Real Estate 401(k) Plan

401(k) retirement plan · Heritage Brokerage Services, LLC DBA Cultivate Real Estate's Heritage Brokerage Services, LLC DBA Cultivate Real Estate 401(k) Plan held $176K in plan assets for 6 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$176K

Net assets (EOY)

$176K

Plan identifiers

Heritage Brokerage Services, LLC DBA Cultivate Real Estate's EIN is 27-2170353.

EIN 27-2170353

Plan number 001

Plan year 2025

ACK ID 20260427220121NAL0014189936029

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Heritage Brokerage Services, LLC DBA Cultivate Real Estate from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Heritage Brokerage Services, LLC DBA Cultivate Real Estate's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 BROKERAGE SERVICES, LLC DBA CULTIVATE REAL ESTATE.

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

Helping the score