James Knapp signed Heritage Wealth Architects, Inc.'s 2025 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Heritage Wealth Architects, Inc.'s EIN is 82-2978451.
Download the official 2025 Form 5500 (PDF) for Heritage Wealth Architects, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2025 Form 5500 (PDF)Heritage Wealth Architects, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.
