Original filing (PDF)20250721094653NAL0000490051001

HERITAGE TRADING INC.

Name: HERITAGE TRADING INC. — HHG 401(K) PLAN, Form 5500 (2024)
Creator: HERITAGE TRADING INC.

Form 5500-SF

FILING_RECEIVED

HHG 401(K) PLAN

401(k) retirement plan

Signals · 1

No auditor on file

Active participants

1,049

Accounts w/ balance

Plan assets (EOY)

$380K

Net assets (EOY)

$380K

Plan health score (directional)

/ 100

Grade B

Above-average plan

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

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

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

Plan sponsor

Name

HERITAGE TRADING INC.

EIN

95-3891823

Address

9201 RESEARCH DRIVE · IRVINE, CA · 92618

Phone

(949) 204-1101

Industry

Wholesale Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-21

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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