Original filing (PDF)20251010083050NAL0012136448001

Heritage Elder Law & Estate Planning LLC

Name: Heritage Elder Law & Estate Planning LLC — Form 5500 Plan 001 (2024)
Creator: Heritage Elder Law & Estate Planning LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Heritage Elder Law 401(k) Plan

401(k) retirement plan · Heritage Elder Law & Estate Planning LLC's Heritage Elder Law 401(k) Plan held $248K in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$248K

Net assets (EOY)

$248K

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.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HERITAGE ELDER LAW & ESTATE PLANNING LLC.

Plan sponsor

Name

HERITAGE ELDER LAW & ESTATE PLANNING LLC

EIN

45-2423224all filings

Address

318 S MAIN STREET · BUTLER, PA · 16001

Phone

(724) 841-0004

Industry

Law Offices· Professional & Technical Services

Plan administrator