How big is Heritage Trading Inc.'s plan?

Heritage Trading Inc.'s plan reported $380K in assets and 1,049 participants for 2024.

Original filing (PDF)20250721094653NAL0000490051001

Heritage Trading Inc.

Name: Heritage Trading Inc. — HHG 401(k) Plan, Form 5500 (2024)
Creator: Heritage Trading Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

HHG 401(k) Plan

401(k) retirement plan · Heritage Trading Inc.'s HHG 401(k) Plan held $380K in plan assets for 1,049 participants in 2024.

Signals · 1

No auditor on file

Active participants

1,049

Accounts w/ balance

Plan assets (EOY)

$380K

Net assets (EOY)

$380K

People on this filing

Marcus Bowie signed Heritage Trading Inc.'s 2024 Form 5500 as plan administrator.

Marcus Bowie — 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 Trading Inc.'s EIN is 95-3891823.

EIN 95-3891823

Plan number 001

Plan year 2024

ACK ID 20250721094653NAL0000490051001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Heritage Trading Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Heritage Trading 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 TRADING INC..

Finding similar companies…

Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (3rd percentile).

Helping the score