How big is Heritage Hospice, Inc.'s plan?

Heritage Hospice, Inc.'s plan reported $3.8M in assets and 45 participants for 2024.

Original filing (PDF)20250724090954NAL0005100417002

Heritage Hospice, Inc.

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

Form 5500-SF

FILING_RECEIVED

Heritage Hospice, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Heritage Hospice, Inc.'s Heritage Hospice, Inc. 401(k) Profit Sharing Plan held $3.8M in plan assets for 45 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.8M

Net assets (EOY)

$3.8M

People on this filing

Janelle Rogers signed Heritage Hospice, Inc.'s 2024 Form 5500 as plan administrator.

Janelle Rogers — 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 Hospice, Inc.'s EIN is 31-0988104.

EIN 31-0988104

Plan number 002

Plan year 2024

ACK ID 20250724090954NAL0005100417002

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Heritage Hospice, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 HOSPICE, INC..

Finding similar companies…

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