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

Heritage Financial Services, LLC's plan reported $23.6M in assets and 49 participants for 2025.

Original filing (PDF)20260318083947NAL0004785008001

Heritage Financial Services, LLC

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

Form 5500-SF

FILING_RECEIVED

Heritage Financial Services, LLC 401(k) Plan

401(k) retirement plan · Heritage Financial Services, LLC's Heritage Financial Services, LLC 401(k) Plan held $23.6M in plan assets for 49 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$23.6M

Net assets (EOY)

$23.6M

People on this filing

Jennifer Watson signed Heritage Financial Services, LLC's 2025 Form 5500 as plan administrator.

Jennifer Watson — 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 Services, LLC's EIN is 46-4420482.

EIN 46-4420482

Plan number 001

Plan year 2025

ACK ID 20260318083947NAL0004785008001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Heritage Financial Services, LLC's plan includes profit-sharing, 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 SERVICES, 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