How big is The Heritage Group, LLC's plan?

The Heritage Group, LLC's plan reported $840K in assets and 30 participants for 2024.

Original filing (PDF)20251015080124NAL0004295761001

The Heritage Group, LLC

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

Form 5500-SF

FILING_RECEIVED

The Heritage Group, LLC 401(k) Plan

401(k) retirement plan · The Heritage Group, LLC's The Heritage Group, LLC 401(k) Plan held $840K in plan assets for 30 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$840K

Net assets (EOY)

$840K

People on this filing

Linda Stanley signed The Heritage Group, LLC's 2024 Form 5500 as plan administrator.

Linda Stanley — 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

The Heritage Group, LLC's EIN is 46-3195831.

EIN 46-3195831

Plan number 001

Plan year 2024

ACK ID 20251015080124NAL0004295761001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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