How big is Heritage Investment Group LLC's plan?

Heritage Investment Group LLC's plan reported $10K in assets and 3 participants for 2025.

Original filing (PDF)20260506220532NAL0002420961094

Heritage Investment Group LLC

Name: Heritage Investment Group LLC — Heritage Investment, Form 5500 (2025)
Creator: Heritage Investment Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Heritage Investment Group 401(k) Plan

401(k) retirement plan · Heritage Investment Group LLC's Heritage Investment Group 401(k) Plan held $10K in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$10K

Net assets (EOY)

$10K

People on this filing

Elantha Barry signed Heritage Investment Group LLC's 2025 Form 5500 as plan administrator.

Elantha Barry — 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 Investment Group LLC's EIN is 84-2234916.

EIN 84-2234916

Plan number 001

Plan year 2025

ACK ID 20260506220532NAL0002420961094

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Heritage Investment Group LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Heritage Investment Group 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 INVESTMENT GROUP 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

HERITAGE INVESTMENT GROUP LLC

EIN

all filings

Address

54 HAZARD AVE, STE 70 PMB 117 · ENFIELD, CT · 06082

Phone

(860) 995-9985

Industry

Finance & Insurance

Plan administrator