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  2. Heritage Brokerage Services, LLC Dba Cultivate Real Estate

Filings through Oct 24, 2026.

Sponsor portfolio

Heritage Brokerage Services, LLC Dba Cultivate Real Estate

EIN 27-2170353-Real Estate and Rental and Leasing-Latest filing 2025
Plans
1
Retirement
1
$176K assets
Welfare
0
Participants
9
341 SADDLE CLUB ROAD - WEATHERFORD, TX 76088817-550-6666
Plans on this EIN
1 filing
#001401(k)-$176K - 9 part

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Retirement#001

HERITAGE BROKERAGE SERVICES, LLC DBA CULTIVATE REAL ESTATE 401(K) PLAN

401(k)

Assets$176K
Participants9
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001HERITAGE BROKERAGE SERVICES, LLC DBA CULTIVATE REAL ESTATE 401(K) PLAN401(k)$176K92025
Retirement plans
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