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

Heritage Cadillac, Inc.'s plan reported $1.7M in assets and 46 participants for 2024.

Original filing (PDF)20250905112049NAL0017150577001

Heritage Cadillac, Inc.

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

Form 5500-SF

FILING_RECEIVED

Heritage Cadillac, Inc. 401(k) Plan

401(k) retirement plan · Heritage Cadillac, Inc.'s Heritage Cadillac, Inc. 401(k) Plan held $1.7M in plan assets for 46 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

Plan identifiers

Heritage Cadillac, Inc.'s EIN is 58-1960254.

EIN 58-1960254

Plan number 001

Plan year 2024

ACK ID 20250905112049NAL0017150577001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Heritage Cadillac, 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 CADILLAC, INC..

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Plan health score

Above-average plan

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