How big is Heritage Reverse Mortgage's plan?

Heritage Reverse Mortgage's plan reported $515K in assets and 18 participants for 2025.

Original filing (PDF)20260501140008NAL0001861762001

Heritage Reverse Mortgage

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

Form 5500-SF

FILING_RECEIVED

Heritage Reverse Mortgage 401 (K) and Profit Sharing Plan

401(k) retirement plan · Heritage Reverse Mortgage's Heritage Reverse Mortgage 401 (K) and Profit Sharing Plan held $515K in plan assets for 18 participants in 2025.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$515K

Net assets (EOY)

$515K

People on this filing

Trevor Carlson signed Heritage Reverse Mortgage's 2025 Form 5500 as plan administrator.

Trevor Carlson — 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 Reverse Mortgage's EIN is 81-2598890.

EIN 81-2598890

Plan number 001

Plan year 2025

ACK ID 20260501140008NAL0001861762001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Heritage Reverse Mortgage's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HERITAGE REVERSE MORTGAGE.

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score