How big is Heritage Strategies International, LLC's plan?

Heritage Strategies International, LLC's plan reported $34K in assets and 3 participants for 2025.

Original filing (PDF)20260428221318NAL0009840881032

Heritage Strategies International, LLC

Name: Heritage Strategies International, LLC — Form 5500 Plan 001 (2025)
Creator: Heritage Strategies International, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Heritage Strategies International, LLC 401(k) Plan

401(k) retirement plan · Heritage Strategies International, LLC's Heritage Strategies International, LLC 401(k) Plan held $34K in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$34K

Net assets (EOY)

$34K

Plan identifiers

Heritage Strategies International, LLC's EIN is 52-2436697.

EIN 52-2436697

Plan number 001

Plan year 2025

ACK ID 20260428221318NAL0009840881032

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Heritage Strategies International, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Heritage Strategies International, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 STRATEGIES INTERNATIONAL, 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