How big is Heritage Point Partners LLC's plan?

Heritage Point Partners LLC's plan reported $18K in assets and 4 participants for 2025.

Original filing (PDF)20260430221148NAL0000481537088

Heritage Point Partners LLC

Name: Heritage Point Partners LLC — Heritage Point, Form 5500 (2025)
Creator: Heritage Point Partners LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Heritage Point Partners 401(k) Plan

401(k) retirement plan · Heritage Point Partners LLC's Heritage Point Partners 401(k) Plan held $18K in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$18K

Net assets (EOY)

$18K

People on this filing

Elantha Barry signed Heritage Point Partners LLC's 2025 Form 5500 as plan administrator.

Elantha Barry — 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 Point Partners LLC's EIN is 87-2527651.

EIN 87-2527651

Plan number 001

Plan year 2025

ACK ID 20260430221148NAL0000481537088

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Heritage Point Partners LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Heritage Point Partners LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HERITAGE POINT PARTNERS 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