Original filing (PDF)20251002094310NAL0000450096001

FIRST HERITAGE FINANCIAL SERVICES, LLC

Name: FIRST HERITAGE FINANCIAL SERVICES, LLC — FIRST HERITAGE FINANCIAL SERVICES LLC 401K, Form 5500 (2024)
Creator: FIRST HERITAGE FINANCIAL SERVICES, LLC

Form 5500-SF

FILING_RECEIVED

FIRST HERITAGE FINANCIAL SERVICES LLC 401K

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$119K

Net assets (EOY)

$119K

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 account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FIRST HERITAGE FINANCIAL SERVICES, LLC.

Plan sponsor

Name

FIRST HERITAGE FINANCIAL SERVICES, LLC

EIN

47-2900270all filings

Address

1511 N W SHORE BLVD STE 1100 · TAMPA, FL · 33607

Phone

(727) 409-4000

Industry

Finance & Insurancesee all

Plan administrator