Original filing (PDF)20250923072032NAL0002454723001

HERITAGE FINANCIAL & INVESTMENT SERVICES, LLC

Name: HERITAGE FINANCIAL & INVESTMENT SERVICES, LLC — HERITAGE FINANCIAL & INVESTMENT SERVICES, LLC 401(K) PLAN, Form 5500 (2024)
Creator: HERITAGE FINANCIAL & INVESTMENT SERVICES, LLC

Form 5500-SF

FILING_RECEIVED

HERITAGE FINANCIAL & INVESTMENT SERVICES, LLC 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$775K

Net assets (EOY)

$775K

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 average account balance (96th percentile).

Decision-maker contacts

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

Plan sponsor

Name

HERITAGE FINANCIAL & INVESTMENT SERVICES, LLC

EIN

27-5022035all filings

Address

166 S. MAIN STREET · WOODSFIELD, OH · 43793

Phone

(740) 472-9161

Industry

Finance & Insurancesee all

Plan administrator