How big is Heritage Investment Group, Inc.'s plan?

Heritage Investment Group, Inc.'s plan reported $11.8M in assets and 22 participants for 2024.

Original filing (PDF)20251006062803NAL0001695587001

Heritage Investment Group, Inc.

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

Form 5500-SF

FILING_RECEIVED

Heritage Investment Group 401(k) Plan

401(k) retirement plan · Heritage Investment Group, Inc.'s Heritage Investment Group 401(k) Plan held $11.8M in plan assets for 22 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$11.8M

Net assets (EOY)

$11.8M

Plan identifiers

Heritage Investment Group, Inc.'s EIN is 65-0414452.

EIN 65-0414452

Plan number 002

Plan year 2024

ACK ID 20251006062803NAL0001695587001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Heritage Investment Group, 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 INVESTMENT GROUP, INC..

Finding similar companies…

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

Knocking points off