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  2. Heritage CPAS PLLC

Filings through Oct 24, 2026.

Sponsor portfolio

Heritage CPAS PLLC

EIN 33-1651585-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
1
Retirement
1
$4.4M assets
Welfare
0
Participants
21
201 MORELAND ROAD, SUITE 3 - HAUPPAUGE, NY 11788631-573-7700
Plans on this EIN
1 filing
#001401(k)-$4.4M - 21 part

Plan deep-dives

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Retirement#001

HERITAGE CPAS PLLC 401(K) PROFIT SHARING PLAN

401(k)

Assets$4.4M
Participants21
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001HERITAGE CPAS PLLC 401(K) PROFIT SHARING PLAN401(k)$4.4M212025
Retirement plans
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