How big is Heritage Elite LLC's plan?

Heritage Elite LLC's plan reported $937K in assets and 5 participants for 2024.

Original filing (PDF)20250728145728NAL0005099650001

Heritage Elite LLC

Name: Heritage Elite LLC — Heritage Elite LLC 401(k), Form 5500 (2024)
Creator: Heritage Elite LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Heritage Elite LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Heritage Elite LLC's Heritage Elite LLC 401(k) Profit Sharing Plan & Trust held $937K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$937K

Net assets (EOY)

$937K

Plan identifiers

Heritage Elite LLC's EIN is 47-2527287.

EIN 47-2527287

Plan number 001

Plan year 2024

ACK ID 20250728145728NAL0005099650001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (88th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (93rd percentile).

Plan sponsor

Name

HERITAGE ELITE LLC

EIN

all filings

Address

PO BOX 18493 · 8335 PULASKI HIGHWAY · ROSEDALE, MD · 21237

Phone

(410) 686-2701

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator