How big is Heritage Builders LLC's plan?

Heritage Builders LLC's plan reported $171K in assets and 6 participants for 2023.

Original filing (PDF)20240506151842NAL0041085264001

Heritage Builders LLC

Name: Heritage Builders LLC — Heritage Builders LLC 401(k), Form 5500 (2023)
Creator: Heritage Builders LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Heritage Builders LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Heritage Builders LLC's Heritage Builders LLC 401(k) Profit Sharing Plan & Trust held $171K in plan assets for 6 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$171K

Net assets (EOY)

$171K

People on this filing

Edward Rojas signed Heritage Builders LLC's 2023 Form 5500 as plan administrator.

Edward Rojas — 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 Builders LLC's EIN is 83-2443593.

EIN 83-2443593

Plan number 001

Plan year 2023

ACK ID 20240506151842NAL0041085264001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Heritage Builders LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Heritage Builders LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score