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HERITAGE INSURANCE GROUP LLC DBA HERITAGE INSURANCE AND REAL ESTATE

EIN 20-8121177-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$509K assets
Welfare
0
Participants
12
220 6TH AVENUE - COON RAPIDS, IA 500581535712-999-2263
Plans on this EIN
1 filing
#001401k-$509K - 12 part

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Retirement#001

HERITAGE INSURANCE GROUP LLC

401k

Assets$509K
Participants12
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001HERITAGE INSURANCE GROUP LLC401k$509K122025
Retirement plans
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