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HERITAGE FINANCIAL CONSULTANTS, LLC

EIN 52-2159019-financial services-Latest filing 2025
Plans
1
Retirement
1
$7.9M assets
Welfare
0
Participants
29
307 INTERNATIONAL CIRCLE, SUITE 300 - HUNT VALLEY, MD 21030410-785-0033heritageconsultants.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$7.9M - 29 part

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Retirement#001

HERITAGE FINANCIAL CONSULTANTS, LLC 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$7.9M
Participants29
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001HERITAGE FINANCIAL CONSULTANTS, LLC 401(K) PROFIT SHARING PLAN & TRUST401k$7.9M292025
Retirement plans
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