Filings through .
Heritage Financial & Investment Services, LLC
EIN 27-5022035Finance and InsuranceLatest filing 2025
Plans
2
Retirement
1
$976K assets
Health & Benefits
1
Participants
8
166 S. MAIN STREET - WOODSFIELD, OH 43793740-472-9161
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
HERITAGE FINANCIAL & INVESTMENT SERVICES, LLC 401(K) PLAN
401(k)
Assets$976K
Participants4
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502
HERITAGE FINANCIAL & INVESTMENT SERVICES LLC OFB BENEFIT PLAN
Self-funded
Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | HERITAGE FINANCIAL & INVESTMENT SERVICES, LLC 401(K) PLAN | 401(k) | $976K | 4 | 2025 |
- #001 · 401(k) · 20254
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #502 | HERITAGE FINANCIAL & INVESTMENT SERVICES LLC OFB BENEFIT PLAN | Self-funded | - | $0 | 0 | 2025 |
- #502 · Self-funded · 20250
Retirement plans
Health & Benefits plans