· 2022–2024 · DOL EFAST2

HERITAGE PERSONNEL, LLC — HERITAGE PERSONNEL RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20251013102053NAL0000471907001

HERITAGE PERSONNEL, LLC

Form 5500-SF

FILING_RECEIVED

HERITAGE PERSONNEL RETIREMENT PLAN

401(k) retirement plan

Signals · 1

No auditor on file

Active participants

203

Accounts w/ balance

8

Plan assets (EOY)

$621K

Net assets (EOY)

$621K

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

70

Total plan cost

n/a

Plan health

55

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

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 PERSONNEL, LLC.

Plan sponsor

Name

HERITAGE PERSONNEL, LLC

EIN

27-4286618

Address

PO BOX 426 · CEDAR PARK, TX · 78630

Phone

(512) 456-0218

Industry

Admin Support & Waste Mgmtsee 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

2025-10-13

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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