P 401(k) Plan Report

Stable plan record

HERITAGE PENSION ADVISORS, INC. 401(K) PROFIT SHARING PLAN

Sponsored by HERITAGE PENSION ADVISORS, INC. · EIN/PN 814903086-001

Selected filing history

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

Employer money per active participant
2025
$3,884
Administrative cost per participant
2025
Not reported
Active participants
2025
9
Total plan assets
2025
$1,932,293
Participant loans as a share of assets
2025
1.4%
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260121081315NAL00041540190019$3,884
Public filing identifier

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