How big is Heritage Personal Injury Group Inc.'s plan?

Heritage Personal Injury Group Inc.'s plan reported $257K in assets and 15 participants for 2025.

Original filing (PDF)20260422220349NAL0009053298046

Heritage Personal Injury Group Inc.

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

Form 5500-SF

FILING_RECEIVED

Heritage Personal Injury Group Inc. 401(k) Plan

401(k) retirement plan · Heritage Personal Injury Group Inc.'s Heritage Personal Injury Group Inc. 401(k) Plan held $257K in plan assets for 15 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$257K

Net assets (EOY)

$257K

People on this filing

Elantha Barry signed Heritage Personal Injury Group Inc.'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 Personal Injury Group Inc.'s EIN is 84-4057163.

EIN 84-4057163

Plan number 001

Plan year 2025

ACK ID 20260422220349NAL0009053298046

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Heritage Personal Injury Group Inc.'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 PERSONAL INJURY GROUP INC.

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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 (98th percentile).

Plan sponsor

Name

HERITAGE PERSONAL INJURY GROUP INC

EIN

all filings

Address

200 GALLERIA PKWY · SUITE 1100 · ATLANTA, GA · 30339

Phone

(404) 596-8680

Industry

Professional & Technical Services

Plan administrator