Heritage Wealth Management, Inc.

Lindsey Meredith signed Heritage Wealth Management, Inc.'s 2024 Form 5500 as plan administrator.

• Lindsey Meredith — Plan Administrator — Form 5500 signer

Signer names are public record from the Form 5500 e-signature.

Heritage Wealth Management, Inc.'s EIN is 85-2686114.

Download the official 2024 Form 5500 (PDF) for Heritage Wealth Management, Inc. from the U.S. Department of Labor's EFAST2 system.

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