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HERITAGE FINANCIAL ADVISORS, LLC

EIN 45-3956698-financial services-Latest filing 2025
Plans
1
Retirement
1
$165K assets
Welfare
0
Participants
5
8850 COLUMBIA 100 PARKWAY, SUITE 314 - COLUMBIA, MD 21045410-975-8387heritagefinancialadvisors.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$165K - 5 part

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Retirement#001

HERITAGE FINANCIAL ADVISORS, LLC 401(K) PLAN

401k

Assets$165K
Participants5
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001HERITAGE FINANCIAL ADVISORS, LLC 401(K) PLAN401k$165K52025
Retirement plans
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