Heritage Private Wealth Management, LLC

AL Jansen signed Heritage Private Wealth Management, LLC's 2025 Form 5500 as plan administrator.

• AL Jansen — Plan Administrator — Form 5500 signer

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

Heritage Private Wealth Management, LLC's EIN is 46-0860219.

Download the official 2025 Form 5500 (PDF) for Heritage Private Wealth Management, LLC from the U.S. Department of Labor's EFAST2 system.

Heritage Private Wealth Management, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).