· 2022–2024 · DOL EFAST2

HERITAGE CONSULTING GROUP — HERITAGE CONSULTING GROUP OF OHIO EMPLOYEE PROFIT SHARING PLAN, Form 5500 (2024)

Original filing (PDF)20250728195243NAL0002538465001

HERITAGE CONSULTING GROUP

Form 5500-SF

FILING_RECEIVED

HERITAGE CONSULTING GROUP OF OHIO EMPLOYEE PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

5

Accounts w/ balance

5

Plan assets (EOY)

$521K

Net assets (EOY)

$521K

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

84

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (88th percentile).

Decision-maker contacts

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

Plan sponsor

Name

HERITAGE CONSULTING GROUP

EIN

45-3956088all filings

Address

PO BOX 38186 · OLMSTED FALLS, OH · 441380186

Phone

(216) 316-1189

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-28

Pension benefit codes

2S · Automatic enrollment

2E · Profit-sharing

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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