How big is Heritage Financial Consultants, LLC's plan?

Heritage Financial Consultants, LLC's plan reported $5.6M in assets and 16 participants for 2024.

Original filing (PDF)20251009141909NAL0003650243001

Heritage Financial Consultants, LLC

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

Form 5500-SF

FILING_RECEIVED

Heritage Financial Consultants, LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Heritage Financial Consultants, LLC's Heritage Financial Consultants, LLC 401(k) Profit Sharing Plan & Trust held $5.6M in plan assets for 16 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.6M

Net assets (EOY)

$5.6M

Plan identifiers

Heritage Financial Consultants, LLC's EIN is 52-2159019.

EIN 52-2159019

Plan number 001

Plan year 2024

ACK ID 20251009141909NAL0003650243001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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