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  2. Jim Bocrie Jr Agency, Inc. Dba Heritage Insurance Partners

Filings through Oct 24, 2026.

Sponsor portfolio

Jim Bocrie Jr Agency, Inc. Dba Heritage Insurance Partners

EIN 46-0791041-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$74K assets
Welfare
0
Participants
8
13104 MIDLOTHIAN TURNPIKE - MIDLOTHIAN, VA 23113804-794-4500
Plans on this EIN
1 filing
#001401(k)-$74K - 8 part

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Retirement#001

HERITAGE INSURANCE PARTNERS 401(K) PLAN

401(k)

Assets$74K
Participants8
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001HERITAGE INSURANCE PARTNERS 401(K) PLAN401(k)$74K82025
Retirement plans
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