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  1. Companies/
  2. Heritage Retirement Advisors, Inc.

Filings through Oct 24, 2026.

Heritage Retirement Advisors, Inc.

EIN 55-0908803-financial services-Latest filing 2025
Plans
1
Retirement
1
$1.6M assets
Health & Benefits
0
Participants
4
11440 W. BERNARDO CT., SUITE 390 - SAN DIEGO, CA 921271642858-487-1111heritageret.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401(k)-$1.6M - 4 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

HERITAGE RETIREMENT ADVISORS, INC. 401K PROFIT SHARING PLAN

401(k)

Assets$1.6M
Participants4
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001HERITAGE RETIREMENT ADVISORS, INC. 401K PROFIT SHARING PLAN401(k)$1.6M42025
  • HERITAGE RETIREMENT ADVISORS, INC. 401K PROFIT SHARING PLAN$1.6M
    #001 · 401(k) · 20254
Retirement plans
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