How big is Heredity Capital, LLC's plan?

Heredity Capital, LLC's plan reported $27K in assets and 39 participants for 2025.

Original filing (PDF)20260427220317NAL0005076259056

Heredity Capital, LLC

Name: Heredity Capital, LLC — Heredity Capital 401(k) Plan, Form 5500 (2025)
Creator: Heredity Capital, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Heredity Capital 401(k) Plan

401(k) retirement plan · Heredity Capital, LLC's Heredity Capital 401(k) Plan held $27K in plan assets for 39 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$27K

Net assets (EOY)

$27K

Plan identifiers

Heredity Capital, LLC's EIN is 93-4944888.

EIN 93-4944888

Plan number 001

Plan year 2025

ACK ID 20260427220317NAL0005076259056

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Heredity Capital, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Heredity Capital, 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 HEREDITY CAPITAL, 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

Knocking points off