Original filing (PDF)20260216201033NAL0005950224001

Heritage Resource Management, LLC

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

Form 5500-SF

FILING_RECEIVED

Heritage Resource Management, LLC 401(k) Plan

401(k) retirement plan · Heritage Resource Management, LLC's Heritage Resource Management, LLC 401(k) Plan filed a Form 5500 for plan year 2025.

Signals · 1

Late filing · 32.1 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

Heritage Resource Management, LLC's EIN is 38-4001816.

EIN 38-4001816

Plan number 001

Plan year 2025

ACK ID 20260216201033NAL0005950224001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Heritage Resource Management, 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 RESOURCE MANAGEMENT, LLC.

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Plan health score

Above-average plan

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 50% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Knocking points off