How big is Heritage Financial Advisors, LLC's plan?

Heritage Financial Advisors, LLC's plan reported $85K in assets for 2024.

Original filing (PDF)20251009155917NAL0004068403001

Heritage Financial Advisors, LLC

Name: Heritage Financial Advisors, LLC — Heritage Financia, Form 5500 (2024)
Creator: Heritage Financial Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Heritage Financial Advisors, LLC 401(k) Plan

401(k) retirement plan · Heritage Financial Advisors, LLC's Heritage Financial Advisors, LLC 401(k) Plan reported $85K in plan assets in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$85K

Net assets (EOY)

$85K

People on this filing

Richard Tatum signed Heritage Financial Advisors, LLC's 2024 Form 5500 as plan administrator.

Richard Tatum — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Heritage Financial Advisors, LLC's EIN is 45-3956698.

EIN 45-3956698

Plan number 001

Plan year 2024

ACK ID 20251009155917NAL0004068403001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Heritage Financial Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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