How big is Heritage Health Services, LLC's plan?

Heritage Health Services, LLC's plan reported $1.1M in assets and 58 participants for 2024.

Original filing (PDF)20251008141442NAL0005673553002

Heritage Health Services, LLC

Name: Heritage Health Services, LLC — Heritage Health, Form 5500 (2024)
Creator: Heritage Health Services, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Heritage Health Services Retirement Savings Plan

401(k) retirement plan · Heritage Health Services, LLC's Heritage Health Services Retirement Savings Plan held $1.1M in plan assets for 58 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Aaron Fleck signed Heritage Health Services, LLC's 2024 Form 5500 as plan administrator.

Aaron Fleck — 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 Health Services, LLC's EIN is 87-4096018.

EIN 87-4096018

Plan number 001

Plan year 2024

ACK ID 20251008141442NAL0005673553002

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HERITAGE HEALTH SERVICES, LLC.

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Plan health score

Above-average plan

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