How big is Heritage Financial Services LLC's plan?

Heritage Financial Services LLC's plan reported $3.7M in assets and 12 participants for 2024.

Original filing (PDF)20250311143617NAL0035191378001

Heritage Financial Services LLC

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

Form 5500-SF

FILING_RECEIVED

Heritage Financial Services, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Heritage Financial Services LLC's Heritage Financial Services, LLC 401(k) Profit Sharing Plan held $3.7M in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.7M

Net assets (EOY)

$3.7M

People on this filing

Steven Kane signed Heritage Financial Services LLC's 2024 Form 5500 as plan administrator.

Steven Kane — 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 Financial Services LLC's EIN is 65-1172766.

EIN 65-1172766

Plan number 001

Plan year 2024

ACK ID 20250311143617NAL0035191378001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Heritage Financial Services LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Heritage Financial Services LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 FINANCIAL SERVICES LLC.

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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