· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
HERITAGE FINANCIAL SERVICES, LLC — HERITAGE FINANCIAL SERVICES, LLC 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250311114324NAL0027780768001
HERITAGE FINANCIAL SERVICES, LLC
Form 5500-SF
FILING_RECEIVED
HERITAGE FINANCIAL SERVICES, LLC 401(K) PLAN
401(k) retirement plan
Active participants
45
Accounts w/ balance
52
Plan assets (EOY)
$17.9M
Net assets (EOY)
$17.9M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
HERITAGE FINANCIAL SERVICES, LLC
.
Find decision makers
Plan sponsor
Name
HERITAGE FINANCIAL SERVICES, LLC
EIN
46-4420482
Address
100 LOWDER BROOK DRIVE · SUITE 1000 · WESTWOOD, MA · 02090
Phone
(781) 255-0214
Industry
Insurance Agencies & Brokerages
· Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-03-11
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Insurance Agencies & Brokerages plans
R.W. TROXELL & COMPANY
R.W. TROXELL & COMPANY 401(K) PROFIT SHARING PLAN
$17.9M · 105 participants
THE PREMINS COMPANY, INC.
THE PREMINS COMPANY, INC. PROFIT SHARING PLAN
$18.0M · 19 participants
BATLINER & ASSOCIATES, INC.
BATLINER & ASSOCIATES, INC. PROFIT SHARING PLAN
$18.1M · 2 participants
BEERE & PURVES, INC.
BEERE & PURVES, INC. 401(K) PROFIT SHARING PLAN
$17.7M · 31 participants
OTSEGO MUTUAL FIRE INSURANCE CO.
OTSEGO MUTUAL FIRE INSURANCE COMPANY PENSION PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$18.2M · 15 participants
MURPHY INSURANCE AGENCY, INC.
MURPHY INSURANCE AGENCY, INC. PROFIT SHARING PLAN
$18.3M · 13 participants
Large plans in Massachusetts
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY GROWTH COMPANY COMMINGLED POOL
$91.5B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX NON-LENDING SERIES FUND CLASS A
$91.0B
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY CONTRAFUND COMMINGLED POOL
$59.7B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS I
$53.6B
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC
SPARTAN GROUP TRUST FOR EMPLOYEE BENEFIT PLANS SPARTAN 500 INDEX POOL
$47.6B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS II
$46.7B
