How big is Heritage Health, P.C.'s plan?

Heritage Health, P.C.'s plan reported $317K in assets and 6 participants for 2024.

Original filing (PDF)20250728160529NAL0003323936001

Heritage Health, P.C.

Name: Heritage Health, P.C. — Heritage Health, P.C. 401(k), Form 5500 (2024)
Creator: Heritage Health, P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Heritage Health, P.C. 401(k) Plan

401(k) retirement plan · Heritage Health, P.C.'s Heritage Health, P.C. 401(k) Plan held $317K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$317K

Net assets (EOY)

$317K

Plan identifiers

Heritage Health, P.C.'s EIN is 85-2969156.

EIN 85-2969156

Plan number 001

Plan year 2024

ACK ID 20250728160529NAL0003323936001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Heritage Health, P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Heritage Health, P.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 HEALTH, P.C..

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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