P 401(k) Plan Report

Stable plan record

HERITAGE FINANCIAL, LLC 401(K) PLAN

Sponsored by HERITAGE FINANCIAL, LLC · EIN/PN 475099652-001

Selected filing history

These charts use the selected public filing for each year and keep unreported values blank.

Employer money per active participant
2025
$2,883
Administrative cost per participant
2025
$66
Active participants
2025
6
Total plan assets
2025
$79,752
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260720142227NAL00099830730016$2,883
Public filing identifier

The EIN and plan number are public filing identifiers. 401(k) Plan Report does not expose unrelated personal data.