How big is Heritage Capital Advisors, LLC's plan?

Heritage Capital Advisors, LLC's plan reported $19.6M in assets and 14 participants for 2024.

Original filing (PDF)20251014090535NAL0005158018001

Heritage Capital Advisors, LLC

Name: Heritage Capital Advisors, LLC — Heritage Capital, Form 5500 (2024)
Creator: Heritage Capital Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Heritage Capital Advisors, LLC Retirement Plan

401(k) retirement plan · Heritage Capital Advisors, LLC's Heritage Capital Advisors, LLC Retirement Plan held $19.6M in plan assets for 14 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$19.6M

Net assets (EOY)

$19.6M

People on this filing

James Tyrrell signed Heritage Capital Advisors, LLC's 2024 Form 5500 as plan administrator.

James Tyrrell — 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 Capital Advisors, LLC's EIN is 86-1051433.

EIN 86-1051433

Plan number 001

Plan year 2024

ACK ID 20251014090535NAL0005158018001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Heritage Capital Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Heritage Capital Advisors, LLC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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

Finding similar companies…

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