Original filing (PDF)20231128141135NAL0016136098001

HERITAGE FINANCIAL AND INVESTMENT SERVICES, LLC

Name: HERITAGE FINANCIAL AND INVESTMENT SERVICES, LLC — HERITAGE FINANCIAL AND INVESTMENT SERVICES, LLC SOCA BENEFIT PLAN, Form 5500 (2022)
Creator: HERITAGE FINANCIAL AND INVESTMENT SERVICES, LLC

Form 5500-SF

FILING_RECEIVED

HERITAGE FINANCIAL AND INVESTMENT SERVICES, LLC SOCA BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

HERITAGE FINANCIAL AND INVESTMENT SERVICES, LLC

EIN

27-5022035all filings

Address

117 N MAIN ST · WOODSFIELD, OH · 43793

Phone

(740) 472-9161

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator