How big is Heritage Associates Corporation's plan?

Heritage Associates Corporation's plan reported $1.5M in assets and 15 participants for 2025.

Original filing (PDF)20260323210705NAL0002147233001

Heritage Associates Corporation

Name: Heritage Associates Corporation — The Heritage Group, Form 5500 (2025)
Creator: Heritage Associates Corporation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Heritage Group Retirement Plan

401(k) retirement plan · Heritage Associates Corporation's The Heritage Group Retirement Plan held $1.5M in plan assets for 15 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

Plan identifiers

Heritage Associates Corporation's EIN is 42-1020235.

EIN 42-1020235

Plan number 001

Plan year 2025

ACK ID 20260323210705NAL0002147233001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Heritage Associates Corporation's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

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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