Original filing (PDF)20250923090014NAL0007086976001

HERITAGE FINANCIAL PLANNERS, INC.

Name: HERITAGE FINANCIAL PLANNERS, INC. — HERITAGE FINANCIAL PLANNERS, INC. CASH BALANCE PLAN, Form 5500 (2024)
Creator: HERITAGE FINANCIAL PLANNERS, INC.

Form 5500-SF

FILING_RECEIVED

HERITAGE FINANCIAL PLANNERS, INC. CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HERITAGE FINANCIAL PLANNERS, INC..

Plan sponsor

Name

HERITAGE FINANCIAL PLANNERS, INC.

EIN

87-3553495

Address

200 PARK AVENUE · SUITE 230 · ORANGE VILLAGE, OH · 44122

Phone

(440) 443-0530

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-23

Pension benefit codes

1B · Flat-dollar DB formula

1C · Cash balance or similar hybrid DB

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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