How big is Heritage Community Services' plan?

Heritage Community Services' plan reported $393K in assets and 15 participants for 2025.

Original filing (PDF)20260515092601NAL0018256850001

Heritage Community Services

Name: Heritage Community Services — Heritage Community, Form 5500 (2025)
Creator: Heritage Community Services
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Heritage Community Services 403(b) Plan

401(k) retirement plan · Heritage Community Services' Heritage Community Services 403(b) Plan held $393K in plan assets for 15 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$393K

Net assets (EOY)

$393K

People on this filing

Tammy Bryant signed Heritage Community Services' 2025 Form 5500 as plan administrator.

Tammy Bryant — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Heritage Community Services' EIN is 57-1037309.

EIN 57-1037309

Plan number 003

Plan year 2025

ACK ID 20260515092601NAL0018256850001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Heritage Community Services from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Heritage Community Services' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 403(b) custodial accounts, 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 COMMUNITY SERVICES.

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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