HERITAGE CAPITAL STRATEGIES, INC. — HERITAGE CAPITAL STRATEGIES, INC. 401(K)/DISCRETIONARY DEFINED CONTRIBUTION PLAN, Form 5500 (2024) | Form 5500 Search
HERITAGE CAPITAL STRATEGIES, INC. 401(K)/DISCRETIONARY DEFINED CONTRIBUTION PLAN
401(k) retirement plan
Active participants
4
Accounts w/ balance
4
Plan assets (EOY)
$1.2M
Net assets (EOY)
$1.2M
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
72
Vendor & structure
100
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HERITAGE CAPITAL STRATEGIES, INC..
Plan sponsor
Name
HERITAGE CAPITAL STRATEGIES, INC.
EIN
87-0737289
Address
2555 TOWNSGATE ROAD, SUITE 105 · WESTLAKE VILLAGE, CA · 91361
