How big is Heritage Farms, LLC's plan?

Heritage Farms, LLC's plan reported $164K in assets and 114 participants for 2024.

Original filing (PDF)20251015130910NAL0006354112001

Heritage Farms, LLC

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

Form 5500-SF

FILING_RECEIVED

Heritage Farms, LLC 401(k) Plan

401(k) retirement plan · Heritage Farms, LLC's Heritage Farms, LLC 401(k) Plan held $164K in plan assets for 114 participants in 2024.

Active participants

114

Accounts w/ balance

Plan assets (EOY)

$164K

Net assets (EOY)

$164K

Plan identifiers

Heritage Farms, LLC's EIN is 47-3237443.

EIN 47-3237443

Plan number 001

Plan year 2024

ACK ID 20251015130910NAL0006354112001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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Plan health score

Above-average plan

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (3rd percentile).

Helping the score