How big is Heritage Wealth Advisors LLC's plan?

Heritage Wealth Advisors LLC's plan reported $6.1M in assets and 125 participants for 2025.

Original filing (PDF)20260522115138NAL0002830529001

Heritage Wealth Advisors LLC

Name: Heritage Wealth Advisors LLC — Heritage Wealth, Form 5500 (2025)
Creator: Heritage Wealth Advisors LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Heritage Wealth Advisors LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Heritage Wealth Advisors LLC's Heritage Wealth Advisors LLC 401(k) Profit Sharing Plan & Trust held $6.1M in plan assets for 125 participants in 2025.

Signals · 1

No auditor on file

Active participants

125

Accounts w/ balance

134

Plan assets (EOY)

$6.1M

Net assets (EOY)

$6.1M

Plan identifiers

Heritage Wealth Advisors LLC's EIN is 46-1609691.

EIN 46-1609691

Plan number 001

Plan year 2025

ACK ID 20260522115138NAL0002830529001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Heritage Wealth 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 WEALTH ADVISORS LLC.

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Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off