How big is Heritage Retirement Advisors, Inc.'s plan?

Heritage Retirement Advisors, Inc.'s plan reported $1.3M in assets and 4 participants for 2024.

Original filing (PDF)20250422104538NAL0004124705001

Heritage Retirement Advisors, Inc.

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

Form 5500-SF

FILING_RECEIVED

Heritage Retirement Advisors, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Heritage Retirement Advisors, Inc.'s Heritage Retirement Advisors, Inc. 401(k) Profit Sharing Plan held $1.3M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan identifiers

Heritage Retirement Advisors, Inc.'s EIN is 55-0908803.

EIN 55-0908803

Plan number 001

Plan year 2024

ACK ID 20250422104538NAL0004124705001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Heritage Retirement Advisors, Inc.'s plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HERITAGE RETIREMENT ADVISORS, 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

Helping the score