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NEW HERITAGE CAPITAL, LLC

EIN 20-8046976-venture capital & private equity-Latest filing 2025
Plans
1
Retirement
1
$4.1M assets
Welfare
0
Participants
17
800 BOYLSTON STREET, SUITE 2200 - BOSTON, MA 02199617-439-0688newheritagecapital.comLinkedIn11-50 employeesventure capital & private equity
Plans on this EIN
1 filing
#001401k-$4.1M - 17 part

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Retirement#001

NEW HERITAGE CAPITAL, LLC 401(K) PROFIT SHARING PLAN

401k

Assets$4.1M
Participants17
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001NEW HERITAGE CAPITAL, LLC 401(K) PROFIT SHARING PLAN401k$4.1M172025
Retirement plans
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