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HERITAGE FINANCIAL PARTNERS, INC.

EIN 25-1379620-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$4.0M assets
Welfare
0
Participants
3
1501 REEDSDALE STREET, SUITE 4005 - PITTSBURGH, PA 15233412-766-5555
Plans on this EIN
1 filing
#001401k-$4.0M - 3 part

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Retirement#001

HERITAGE FINANCIAL PARTNERS, INC. 401(K) PSP

401k

Assets$4.0M
Participants3
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001HERITAGE FINANCIAL PARTNERS, INC. 401(K) PSP401k$4.0M32025
Retirement plans
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