Original filing (PDF)20251013233912NAL0002057649001

HERITAGE FINANCIAL ADVISORY GROUP, LLC

Name: HERITAGE FINANCIAL ADVISORY GROUP, LLC — HERITAGE FINANCIAL ADVISORY GROUP, LLC CASH BALANCE PLAN, Form 5500 (2024)
Creator: HERITAGE FINANCIAL ADVISORY GROUP, LLC

Form 5500-SF

FILING_RECEIVED

HERITAGE FINANCIAL ADVISORY GROUP, LLC CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$815K

Net assets (EOY)

$815K

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

HERITAGE FINANCIAL ADVISORY GROUP, LLC

EIN

86-3557139all filings

Address

320 KNOLLWOOD DRIVE · SALEM, SC · 29676

Phone

(631) 878-5117

Industry

Finance & Insurancesee all

Plan administrator