Lawrence Donna signed Heritage Financial Advisors Inc.'s 2025 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Heritage Financial Advisors Inc.'s EIN is 82-4837455.
Download the official 2025 Form 5500 (PDF) for Heritage Financial Advisors Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2025 Form 5500 (PDF)Heritage Financial Advisors Inc.'s plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.
