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HERITAGE WEALTH ADVISORS LLC

EIN 46-1609691-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
1
Retirement
1
$6.1M assets
Welfare
0
Participants
141
2630 77TH AVE SE STE 110 - MERCER ISLAND, WA 980403085763-226-5568
Plans on this EIN
1 filing
#001401k-$6.1M - 141 part

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Retirement#001

HERITAGE WEALTH ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$6.1M
Participants141
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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 LLC 401(K) PROFIT SHARING PLAN & TRUST401k$6.1M1412025
Retirement plans
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