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HERITAGE WEALTH ADVISORS

EIN 36-4579334-financial services-Latest filing 2025
Plans
1
Retirement
1
$5.7M assets
Welfare
0
Participants
42
919 EAST MAIN STREET SUITE 950 - RICHMOND, VA 23219804-643-4080heritagewealth.netLinkedIn11-50 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$5.7M - 42 part

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Retirement#001

HERITAGE WEALTH ADVISORS RETIREMENT TRUST

401k

Assets$5.7M
Participants42
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Single plan on file. The full analytics live on the plan detail page - drill in to see them.

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001HERITAGE WEALTH ADVISORS RETIREMENT TRUST401k$5.7M422025
Retirement plans
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