How big is Heritage Personnel, LLC's plan?

Heritage Personnel, LLC's plan reported $621K in assets and 203 participants for 2024.

Original filing (PDF)20251013102053NAL0000471907001

Heritage Personnel, LLC

Name: Heritage Personnel, LLC — Heritage Personnel, Form 5500 (2024)
Creator: Heritage Personnel, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Heritage Personnel Retirement Plan

401(k) retirement plan · Heritage Personnel, LLC's Heritage Personnel Retirement Plan held $621K in plan assets for 203 participants in 2024.

Signals · 1

No auditor on file

Active participants

203

Accounts w/ balance

Plan assets (EOY)

$621K

Net assets (EOY)

$621K

People on this filing

Chris Collins signed Heritage Personnel, LLC's 2024 Form 5500 as plan administrator.

Chris Collins — 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 Personnel, LLC's EIN is 27-4286618.

EIN 27-4286618

Plan number 001

Plan year 2024

ACK ID 20251013102053NAL0000471907001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Heritage Personnel, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Heritage Personnel, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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Plan health score

Above-average plan

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (2nd percentile).

Helping the score