Stable plan record

HERITAGE 401(K) PLAN

Sponsored by HERITAGE COMPANIES, LLC · EIN/PN 854294289-001

Selected filing history

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

Employer contributions reported per active participant
2022
$881
2023
$820
2024
$1,167
Plan-paid administrative expenses per participant
2022
$21
2023
$29
2024
$45
Active participants
2022
738
2023
928
2024
772
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202420260108101753NAL0003452995001772$1,167
202320250110155310NAL0014189473001928$820
202220240110100257NAL0009940161001738$881
Public filing identifier

The EIN and plan number are public filing identifiers. PlanScore does not expose unrelated personal data.