How big is Heritage Financial Advisory Group, LLC's plan?

Heritage Financial Advisory Group, LLC's plan reported $815K in assets and 3 participants for 2024.

Original filing (PDF)20251013233912NAL0002057649001

Heritage Financial Advisory Group, LLC

Name: Heritage Financial Advisory Group, LLC — Form 5500 Plan 001 (2024)
Creator: Heritage Financial Advisory Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Heritage Financial Advisory Group, LLC Cash Balance Plan

Defined-benefit pension plan · Heritage Financial Advisory Group, LLC's Heritage Financial Advisory Group, LLC Cash Balance Plan held $815K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$815K

Net assets (EOY)

$815K

People on this filing

LOU Desepoli signed Heritage Financial Advisory Group, LLC's 2024 Form 5500 as plan administrator.

LOU Desepoli — 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 Financial Advisory Group, LLC's EIN is 86-3557139.

EIN 86-3557139

Plan number 001

Plan year 2024

ACK ID 20251013233912NAL0002057649001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Heritage Financial Advisory Group, LLC's plan includes a defined-benefit pension formula, a cash-balance formula.

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.

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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 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