Name: Heritage Home Services, LLC DBA Coldwell Banker Heritage Realtors — Form 5500 Plan 001 (2025)
Creator: Heritage Home Services, LLC DBA Coldwell Banker Heritage Realtors
License: https://www.usa.gov/government-works

Question 1

Who is the plan administrator for Heritage Home Services, LLC DBA Coldwell Banker Heritage Realtors?

Accepted Answer

RON Sweeney signed Heritage Home Services, LLC DBA Coldwell Banker Heritage Realtors' 2025 Form 5500 as plan administrator.

Question 2

What is Heritage Home Services, LLC DBA Coldwell Banker Heritage Realtors' EIN?

Accepted Answer

Heritage Home Services, LLC DBA Coldwell Banker Heritage Realtors' EIN is 31-1766849.

Question 3

Where can I get Heritage Home Services, LLC DBA Coldwell Banker Heritage Realtors' Form 5500?

Accepted Answer

Download the official 2025 Form 5500 (PDF) for Heritage Home Services, LLC DBA Coldwell Banker Heritage Realtors from the U.S. Department of Labor's EFAST2 system. You can also view the full filing data on this page.

Question 4

How big is Heritage Home Services, LLC DBA Coldwell Banker Heritage Realtors' plan?

Accepted Answer

Heritage Home Services, LLC DBA Coldwell Banker Heritage Realtors' plan reported $6.6M in assets and 86 participants for 2025.

Question 5

What features does Heritage Home Services, LLC DBA Coldwell Banker Heritage Realtors' plan have?

Accepted Answer

Heritage Home Services, LLC DBA Coldwell Banker Heritage Realtors' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Heritage Home Services, LLC DBA Coldwell Banker Heritage Realtors

Service providers (Schedule C)

Related plans