How big is Heritage Wealth Management's plan?

Heritage Wealth Management's plan reported $3.6M in assets and 8 participants for 2024.

Original filing (PDF)20250819141209NAL0001193235001

Heritage Wealth Management

Name: Heritage Wealth Management — Heritage Wealth, Form 5500 (2024)
Creator: Heritage Wealth Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Heritage Wealth Management 401(k) Plan

401(k) retirement plan · Heritage Wealth Management's Heritage Wealth Management 401(k) Plan held $3.6M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.6M

Net assets (EOY)

$3.6M

Plan identifiers

Heritage Wealth Management's EIN is 46-0491507.

EIN 46-0491507

Plan number 001

Plan year 2024

ACK ID 20250819141209NAL0001193235001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Heritage Wealth Management from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Heritage Wealth Management's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 WEALTH MANAGEMENT.

Finding similar companies…

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