Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
HERITAGE INVESTMENT GROUP, INC.
EIN 65-0414452financial servicesLatest filing 2025
Plans
2
Retirement
2
$17.0M assets
Welfare
0
Participants
35
2480 N.E. 23RD STREET - POMPANO BEACH, CA 33062954-785-5400LinkedIn11-50 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $17.0M assets / 35 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
HERITAGE INVESTMENT GROUP 401(K) PLAN
401k
Assets$11.8M
Participants24
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
HERITAGE INVESTMENT GROUP PENSION PLAN
CashBalance
Assets$5.2M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | HERITAGE INVESTMENT GROUP 401(K) PLAN | 401k | $11.8M | 24 | 2024 | |
| 003 | HERITAGE INVESTMENT GROUP PENSION PLAN | CashBalance | $5.2M | 11 | 2025 |
Retirement plans