How big is Heritage Professional Associates, Ltd.'s plan?

Heritage Professional Associates, Ltd.'s plan reported $3.6M in assets and 37 participants for 2025.

Original filing (PDF)20260422102058NAL0007613474001

Heritage Professional Associates, Ltd.

Name: Heritage Professional Associates, Ltd. — Form 5500 Plan 001 (2025)
Creator: Heritage Professional Associates, Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Heritage Professional Associates, Ltd. Employees' 401(k) Profit Sharing Plan

401(k) retirement plan · Heritage Professional Associates, Ltd.'s Heritage Professional Associates, Ltd. Employees' 401(k) Profit Sharing Plan held $3.6M in plan assets for 37 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.6M

Net assets (EOY)

$3.6M

Plan identifiers

Heritage Professional Associates, Ltd.'s EIN is 36-3804243.

EIN 36-3804243

Plan number 001

Plan year 2025

ACK ID 20260422102058NAL0007613474001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Heritage Professional Associates, Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Heritage Professional Associates, Ltd.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (87th percentile).

Plan sponsor

Name

HERITAGE PROFESSIONAL ASSOCIATES, LTD.

EIN

all filings

Address

120 EAST OGDEN AVENUE · HINSDALE, IL · 60521

Phone

(630) 325-5300

Industry

Health Care & Social Assistance

Plan administrator