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

Heritage Financial Advisory Group, LLC's plan reported $2.5M in assets and 3 participants for 2024.

Original filing (PDF)20251013232020NAL0004404530001

Heritage Financial Advisory Group, LLC

Name: Heritage Financial Advisory Group, LLC — Form 5500 Plan 002 (2024)
Creator: Heritage Financial Advisory Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Heritage Financial Advisory Group, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Heritage Financial Advisory Group, LLC's Heritage Financial Advisory Group, LLC 401(k) Profit Sharing Plan held $2.5M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

People on this filing

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

Louis 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 002

Plan year 2024

ACK ID 20251013232020NAL0004404530001

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 profit-sharing, ERISA 404(c) participant direction, 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 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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score