· 2022–2024 · DOL EFAST2

HERITAGE WEALTH MANAGEMENT, INC. — HERITAGE WEALTH MANAGEMENT, INC 401(K) PLAN, Form 5500 (2024)

Original filing (PDF)20250702111555NAL0007266403001

HERITAGE WEALTH MANAGEMENT, INC.

Form 5500-SF

FILING_RECEIVED

HERITAGE WEALTH MANAGEMENT, INC 401(K) PLAN

401(k) retirement plan

Active participants

6

Accounts w/ balance

6

Plan assets (EOY)

$470K

Net assets (EOY)

$470K

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

82

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

HERITAGE WEALTH MANAGEMENT, INC.

EIN

85-2686114all filings

Address

9110 MONTGOMERY RD. · CINCINNATI, OH · 45242

Phone

(513) 493-0534

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-02

Pension benefit codes

2A · Age/service weighted or new comparability

2S · Automatic enrollment

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

Service providers (Schedule C)

Small plans don't disclose service providers

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