How big is Heritage Wealth Management LLC's plan?

Heritage Wealth Management LLC's plan reported $557K in assets and 3 participants for 2025.

Original filing (PDF)20260520080729NAL0002156208001

Heritage Wealth Management LLC

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

Form 5500-SF

FILING_RECEIVED

Heritage Wealth Management LLC 401(k) PS Plan

401(k) retirement plan · Heritage Wealth Management LLC's Heritage Wealth Management LLC 401(k) PS Plan held $557K in plan assets for 3 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$557K

Net assets (EOY)

$557K

People on this filing

Chele BREW signed Heritage Wealth Management LLC's 2025 Form 5500 as plan administrator.

Chele BREW — 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 Wealth Management LLC's EIN is 84-5043219.

EIN 84-5043219

Plan number 001

Plan year 2025

ACK ID 20260520080729NAL0002156208001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Heritage Wealth Management LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 WEALTH MANAGEMENT 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