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HERITAGE WEALTH ARCHITECTS, INC.

EIN 82-2978451-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
1
Retirement
1
$2.1M assets
Welfare
0
Participants
13
3050 METRO DRIVE, SUITE 200 - BLOOMINGTON, MN 55425651-289-6444
Plans on this EIN
1 filing
#001401k-$2.1M - 13 part

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Retirement#001

HERITAGE WEALTH ARCHITECTS, INC. 401(K) PLAN

401k

Assets$2.1M
Participants13
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001HERITAGE WEALTH ARCHITECTS, INC. 401(K) PLAN401k$2.1M132025
Retirement plans
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