P 401(k) Plan Report

Stable plan record

HERITAGE FINANCIAL ADVISORS 401K PLAN

Sponsored by HERITAGE FINANCIAL ADVISORS INC · EIN/PN 824837455-001

Selected filing history

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

Employer money per active participant
2025
$4,572
Administrative cost per participant
2025
Not reported
Active participants
2025
3
Total plan assets
2025
$635,062
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260206110146NAL00127290740013$4,572
Public filing identifier

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