How big is Heritage Insurance Advisors LLC's plan?

Heritage Insurance Advisors LLC's plan reported $212 in assets and 3 participants for 2024.

Original filing (PDF)20250729141050NAL0001680771001

Heritage Insurance Advisors LLC

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

Form 5500-SF

FILING_RECEIVED

Heritage Insurance Advisors LLC SOCA Benefit Plan

Health & welfare plan · Heritage Insurance Advisors LLC's Heritage Insurance Advisors LLC SOCA Benefit Plan held $212 in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$212

Net assets (EOY)

$75

People on this filing

Matt Appenzeller signed Heritage Insurance Advisors LLC's 2024 Form 5500 as plan administrator.

Matt Appenzeller — 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 Insurance Advisors LLC's EIN is 82-1631609.

EIN 82-1631609

Plan number 501

Plan year 2024

ACK ID 20250729141050NAL0001680771001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Heritage Insurance Advisors LLC's plan includes health coverage.

Decision-maker contacts

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

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Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score