Original filing (PDF)20251010083050NAL0012136448001

HERITAGE ELDER LAW & ESTATE PLANNING LLC

Name: HERITAGE ELDER LAW & ESTATE PLANNING LLC — HERITAGE ELDER LAW 401(K) PLAN, Form 5500 (2024)
Creator: HERITAGE ELDER LAW & ESTATE PLANNING LLC

Form 5500-SF

FILING_RECEIVED

HERITAGE ELDER LAW 401(K) PLAN

401(k) retirement plan

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 Servicessee all

Plan administrator