How big is Heritage BOOK Shop, LLC's plan?

Heritage BOOK Shop, LLC's plan reported $9.5M in assets and 3 participants for 2024.

Original filing (PDF)20250423163634NAL0006171489001

Heritage BOOK Shop, LLC

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

Form 5500-SF

FILING_RECEIVED

Heritage BOOK Shop, LLC 401(k) Plan

401(k) retirement plan · Heritage BOOK Shop, LLC's Heritage BOOK Shop, LLC 401(k) Plan held $9.5M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$9.5M

Net assets (EOY)

$9.5M

People on this filing

Benjamin Weinstein signed Heritage BOOK Shop, LLC's 2024 Form 5500 as plan administrator.

Benjamin Weinstein — 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 BOOK Shop, LLC's EIN is 33-1192335.

EIN 33-1192335

Plan number 006

Plan year 2024

ACK ID 20250423163634NAL0006171489001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Heritage BOOK Shop, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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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