How big is Heritage Associates LLC's plan?

Heritage Associates LLC's plan reported $6K in assets and 2 participants for 2025.

Original filing (PDF)20260505220652NAL0001457249080

Heritage Associates LLC

Name: Heritage Associates LLC — Heritage Associates 401(k), Form 5500 (2025)
Creator: Heritage Associates LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Heritage Associates 401(k) Plan

401(k) retirement plan · Heritage Associates LLC's Heritage Associates 401(k) Plan held $6K in plan assets for 2 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6K

Net assets (EOY)

$6K

People on this filing

Elantha Barry signed Heritage Associates LLC's 2025 Form 5500 as plan administrator.

Elantha Barry — 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 Associates LLC's EIN is 37-1950074.

EIN 37-1950074

Plan number 001

Plan year 2025

ACK ID 20260505220652NAL0001457249080

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Heritage Associates 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 ASSOCIATES 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