Sponsor portfolio
HERITAGE INSURANCE SERVICES, INC.
EIN 23-2408006insuranceLatest filing 2025
Plans
1
Retirement
1
$158K assets
Welfare
0
Participants
1
826 BUSTLETON PIKE, SUITE 203 - FEASTERVILLE, PA 19053215-322-8705heritage-ins-services.comLinkedIn11-50 employeesinsurance
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | HERITAGE INSURANCE SERVICES, INC. 401(K) PLAN | 401k | $158K | 1 | 2025 |
Retirement plans