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HERITAGE ADMINISTRATIVE SERVICES, LLC

EIN 26-1662097-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
1
Retirement
1
$2.8M assets
Welfare
0
Participants
20
100 CROSSWAYS PARK WEST STE 413 - WOODBURY, NY 11797631-423-0505theheritagegroupllc.comLinkedIn11-50 employees
Plans on this EIN
1 filing
#001401k-$2.8M - 20 part

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Retirement#001

HERITAGE ADMINISTRATIVE SERVICES, LLC 401(K) PROFIT SHARING PLAN

401k

Assets$2.8M
Participants20
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001HERITAGE ADMINISTRATIVE SERVICES, LLC 401(K) PROFIT SHARING PLAN401k$2.8M202025
Retirement plans
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