Original filing (PDF)20250731135250NAL0013383826001

EDUCATION SVCS DBA HERITAGE ACADEMY

Name: EDUCATION SVCS DBA HERITAGE ACADEMY — HERITAGE ACADEMY 401(K) PLAN, Form 5500 (2024)
Creator: EDUCATION SVCS DBA HERITAGE ACADEMY

Form 5500-SF

FILING_RECEIVED

HERITAGE ACADEMY 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$135K

Net assets (EOY)

$135K

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

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for EDUCATION SVCS DBA HERITAGE ACADEMY.

Plan sponsor

Name

EDUCATION SVCS DBA HERITAGE ACADEMY

EIN

57-1002951all filings

Address

26945 BELLA VISTA DRIVE · HOWEY-IN-THE-HILLS, FL · 34737

Phone

(843) 686-1524

Industry

Educational Servicessee all

Plan administrator