How big is Heritage Engineering, LLC's plan?

Heritage Engineering, LLC's plan reported $4.9M in assets and 32 participants for 2024.

Original filing (PDF)20250904210053NAL0027934688001

Heritage Engineering, LLC

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

Form 5500-SF

FILING_RECEIVED

Heritage Engineering, LLC 401(k) Plan

401(k) retirement plan · Heritage Engineering, LLC's Heritage Engineering, LLC 401(k) Plan held $4.9M in plan assets for 32 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.9M

Net assets (EOY)

$4.9M

People on this filing

Heather Stewart signed Heritage Engineering, LLC's 2024 Form 5500 as plan administrator.

Heather Stewart — 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 Engineering, LLC's EIN is 33-1165890.

EIN 33-1165890

Plan number 001

Plan year 2024

ACK ID 20250904210053NAL0027934688001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Heritage Engineering, LLC'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 ENGINEERING, LLC.

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