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HERITAGE CONSULTANTS, INC

EIN 59-2305659-insurance-Latest filing 2025
Plans
1
Retirement
1
$510K assets
Welfare
0
Participants
8
170 E HAINES BOULEVARD - LAKE ALFRED, FL 338502818863-967-4139myheritagebenefits.comLinkedIn11-50 employeesinsurance
Plans on this EIN
1 filing
#001401k-$510K - 8 part

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Retirement#001

HERITAGE CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$510K
Participants8
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001HERITAGE CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN401k$510K82025
Retirement plans
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