How big is Heritage Home Mortgage LLC's plan?

Heritage Home Mortgage LLC's plan reported $101K in assets and 12 participants for 2025.

Original filing (PDF)20260505220549NAL0001335153062

Heritage Home Mortgage LLC

Name: Heritage Home Mortgage LLC — Heritage Home Mortgage, Form 5500 (2025)
Creator: Heritage Home Mortgage LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Heritage Home Mortgage LLC 401(k) Plan

401(k) retirement plan · Heritage Home Mortgage LLC's Heritage Home Mortgage LLC 401(k) Plan held $101K in plan assets for 12 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$101K

Net assets (EOY)

$101K

Plan identifiers

Heritage Home Mortgage LLC's EIN is 33-2033122.

EIN 33-2033122

Plan number 001

Plan year 2025

ACK ID 20260505220549NAL0001335153062

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Heritage Home Mortgage LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Heritage Home Mortgage LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 HOME MORTGAGE 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