How big is Heritage Hospice, Inc.'s plan?

Heritage Hospice, Inc.'s plan reported $467K in assets and 25 participants for 2024.

Original filing (PDF)20250819084519NAL0002112769001

Heritage Hospice, Inc.

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

Form 5500-SF

FILING_RECEIVED

Heritage Hospice 401(k) Plan

401(k) retirement plan · Heritage Hospice, Inc.'s Heritage Hospice 401(k) Plan held $467K in plan assets for 25 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$467K

Net assets (EOY)

$467K

Plan identifiers

Heritage Hospice, Inc.'s EIN is 54-2093224.

EIN 54-2093224

Plan number 001

Plan year 2024

ACK ID 20250819084519NAL0002112769001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Heritage Hospice, Inc.'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 HOSPICE, INC..

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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

Knocking points off