Original filing (PDF)20250327083217NAL0035164290001

HERITAGE WEALTH ARCHITECTS, INC.

Name: HERITAGE WEALTH ARCHITECTS, INC. — HERITAGE WEALTH ARCHITECTS, INC. 401(K) PLAN, Form 5500 (2024)
Creator: HERITAGE WEALTH ARCHITECTS, INC.

Form 5500-SF

FILING_RECEIVED

HERITAGE WEALTH ARCHITECTS, INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HERITAGE WEALTH ARCHITECTS, INC..

Plan sponsor

Name

HERITAGE WEALTH ARCHITECTS, INC.

EIN

82-2978451

Address

1270 NORTHLAND DRIVE · SUITE 120 · MENDOTA HEIGHTS, MN · 55120

Phone

(651) 289-6444

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-03-27

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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