How big is Heritage Financial, LLC's plan?

Heritage Financial, LLC's plan reported $35K in assets and 4 participants for 2024.

Original filing (PDF)20251008064740NAL0005485105001

Heritage Financial, LLC

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

Form 5500-SF

FILING_RECEIVED

Heritage Financial, LLC 401(k) Plan

401(k) retirement plan · Heritage Financial, LLC's Heritage Financial, LLC 401(k) Plan held $35K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$35K

Net assets (EOY)

$35K

Plan identifiers

Heritage Financial, LLC's EIN is 47-5099652.

EIN 47-5099652

Plan number 001

Plan year 2024

ACK ID 20251008064740NAL0005485105001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

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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