How big is Heritage Wealth Management Company's plan?

Heritage Wealth Management Company's plan reported $3.0M in assets and 33 participants for 2024.

Original filing (PDF)20250828133508NAL0010388609001

Heritage Wealth Management Company

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

Form 5500-SF

FILING_RECEIVED

Heritage Wealth Management Company 401(k)/Stock Bonus Plan

401(k) retirement plan · Heritage Wealth Management Company's Heritage Wealth Management Company 401(k)/Stock Bonus Plan held $3.0M in plan assets for 33 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

Plan identifiers

Heritage Wealth Management Company's EIN is 27-4618601.

EIN 27-4618601

Plan number 001

Plan year 2024

ACK ID 20250828133508NAL0010388609001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Heritage Wealth Management Company from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Heritage Wealth Management Company's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window, 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 WEALTH MANAGEMENT COMPANY.

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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

Knocking points off