How big is Heritage Action for America's plan?

Heritage Action for America's plan reported $1.8M in assets and 25 participants for 2025.

Original filing (PDF)20260311182027NAL0005533665001

Heritage Action for America

Name: Heritage Action for America — Heritage Action for, Form 5500 (2025)
Creator: Heritage Action for America
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Heritage Action for America 401(k) Plan

401(k) retirement plan · Heritage Action for America's Heritage Action for America 401(k) Plan held $1.8M in plan assets for 25 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

People on this filing

Rosalynn Ritschard signed Heritage Action for America's 2025 Form 5500 as plan administrator.

Rosalynn Ritschard — 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 Action for America's EIN is 27-2244700.

EIN 27-2244700

Plan number 001

Plan year 2025

ACK ID 20260311182027NAL0005533665001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Heritage Action for America from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Heritage Action for America's plan includes ERISA 404(c) participant direction, a 401(k) feature, 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 ACTION FOR AMERICA.

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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 account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

HERITAGE ACTION FOR AMERICA

EIN

all filings

Address

214 MASSACHUSETTS AVENUE, N.E. · SUITE 400 · WASHINGTON, DC · 20002

Phone

(202) 548-5280

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator