Original filing (PDF)20250616111922NAL0000888673001

HERITAGE MORTGAGE COMPANY LLC

Name: HERITAGE MORTGAGE COMPANY LLC — Form 5500 (2024)
Creator: HERITAGE MORTGAGE COMPANY LLC

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score

100

/ 100

Grade A

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HERITAGE MORTGAGE COMPANY LLC.

Plan sponsor

Name

HERITAGE MORTGAGE COMPANY LLC

EIN

75-2483341

Address

104 WEST DAYTON ST. · DAYTON, TX · 77535

Phone

(936) 258-8040

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-08-31

Filed

2025-06-16

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

PLATINUM FINANCIAL, LLC

PLATINUM FINANCIAL, LLC CASH BALANCE PLAN

CORNERSTONE REALTY CAPITAL, LLC

CORNERSTONE REALTY CAPITAL, LLC 401(K) PLAN

BEACH BANK

BEACH BANK 401 (K) PLAN

MCWHORTER INTERNATIONAL REAL E

MCWHORTER INTERNATIONAL REAL E 401(K) PROFIT SHARING PLAN & TRUST

$0 · 1 participants

EIGHT22 LLC

EIGHT22 LLC 401(K)