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  1. Companies/
  2. Heritage Advisors CPA, LLC

Filings through Oct 24, 2026.

Heritage Advisors CPA, LLC

EIN 82-4306156-accounting-Latest filing 2025
Plans
1
Retirement
1
$550K assets
Health & Benefits
0
Participants
21
1500 E BETHANY HOME RD STE 250 - PHOENIX, AZ 85014602-569-9959heritageadvisorscpa.comLinkedIn11-50 employeesaccounting
Plans on this EIN
1 filing
#001401(k)-$550K - 21 part

Plan summaries

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

Retirement#001

HERITAGE ADVISORS 401(K) PLAN

401(k)

Assets$550K
Participants21
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 ADVISORS 401(K) PLAN401(k)$550K212025
  • HERITAGE ADVISORS 401(K) PLAN$550K
    #001 · 401(k) · 202521
Retirement plans
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