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Filings through Oct 24, 2026.

Sponsor portfolio

Heritage Wealth Management

EIN 46-0491507-financial services-Latest filing 2025
Plans
1
Retirement
1
$4.4M assets
Welfare
0
Participants
10
4400 POST OAK PKWY, STE 2510 - HOUSTON, TX 770273409713-871-9800heritageplanners.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401(k)-$4.4M - 10 part

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Retirement#001

HERITAGE WEALTH MANAGEMENT 401(K) PLAN

401(k)

Assets$4.4M
Participants10
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001HERITAGE WEALTH MANAGEMENT 401(K) PLAN401(k)$4.4M102025
Retirement plans
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