How big is Heritage Northwest, Inc.'s plan?

Heritage Northwest, Inc.'s plan reported $1.6M in assets and 14 participants for 2025.

Original filing (PDF)20260304161611NAL0005246608001

Heritage Northwest, Inc.

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

Form 5500-SF

FILING_RECEIVED

Heritage Northwest, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Heritage Northwest, Inc.'s Heritage Northwest, Inc. 401(k) Profit Sharing Plan held $1.6M in plan assets for 14 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

Plan identifiers

Heritage Northwest, Inc.'s EIN is 92-0096203.

EIN 92-0096203

Plan number 001

Plan year 2025

ACK ID 20260304161611NAL0005246608001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Heritage Northwest, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Heritage Northwest, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 NORTHWEST, INC..

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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