How big is Heritage Law, Ltd. Co.'s plan?

Heritage Law, Ltd. Co.'s plan reported $128K in assets and 6 participants for 2025.

Original filing (PDF)20260501220849NAL0001180003076

Heritage Law, Ltd. Co.

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

Form 5500-SF

FILING_RECEIVED

Heritage Law, Ltd. 401(k) Plan

401(k) retirement plan · Heritage Law, Ltd. Co.'s Heritage Law, Ltd. 401(k) Plan held $128K in plan assets for 6 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$128K

Net assets (EOY)

$128K

Plan identifiers

Heritage Law, Ltd. Co.'s EIN is 45-3799239.

EIN 45-3799239

Plan number 002

Plan year 2025

ACK ID 20260501220849NAL0001180003076

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Heritage Law, Ltd. Co. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Heritage Law, Ltd. Co.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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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