Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
HERITAGE AVIATION, INC.
EIN 02-0617193aviation & aerospaceLatest filing 2025
Plans
2
Retirement
2
$17.0M assets
Welfare
0
Participants
181
228 AVIATION AVE - SOUTH BURLINGTON, VT 054036029802-863-3626flyheritage.comLinkedIn51-200 employeesaviation & aerospace
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $17.0M assets / 181 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
HERITAGE AVIATION EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$10.0M
Participants82
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
HERITAGE AVIATION, INC.401(K) RETIREMENT PLAN
401k
Assets$7.0M
Participants99
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | HERITAGE AVIATION EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $10.0M | 82 | 2025 | |
| 001 | HERITAGE AVIATION, INC.401(K) RETIREMENT PLAN | 401k | $7.0M | 99 | 2025 |
Retirement plans