How big is Heritage Services' plan?

Heritage Services' plan reported $936K in assets and 7 participants for 2024.

Original filing (PDF)20250617113111NAL0000786355001

Heritage Services

Name: Heritage Services — Heritage Services 403(b) Plan, Form 5500 (2024)
Creator: Heritage Services
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Heritage Services 403(b) Plan

403(b) retirement plan · Heritage Services' Heritage Services 403(b) Plan held $936K in plan assets for 7 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$936K

Net assets (EOY)

$936K

People on this filing

Tammy ROZA signed Heritage Services' 2024 Form 5500 as plan administrator.

Tammy ROZA — 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 Services' EIN is 47-0731254.

EIN 47-0731254

Plan number 001

Plan year 2024

ACK ID 20250617113111NAL0000786355001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Heritage Services' plan includes profit-sharing, a 403(b) annuity, 403(b) custodial accounts, 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 SERVICES.

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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