Original filing (PDF)20250422104538NAL0004124705001

HERITAGE RETIREMENT ADVISORS, INC.

Name: HERITAGE RETIREMENT ADVISORS, INC. — HERITAGE RETIREMENT ADVISORS, INC. 401K PROFIT SHARING PLAN, Form 5500 (2024)
Creator: HERITAGE RETIREMENT ADVISORS, INC.

Form 5500-SF

FILING_RECEIVED

HERITAGE RETIREMENT ADVISORS, INC. 401K PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HERITAGE RETIREMENT ADVISORS, INC..

Plan sponsor

Name

HERITAGE RETIREMENT ADVISORS, INC.

EIN

55-0908803

Address

11440 W. BERNARDO CT., SUITE 390 · SAN DIEGO, CA · 921271642

Phone

(858) 487-1111

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-22

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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