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HERITAGE FINANCIAL ADVISORS INC

EIN 82-4837455-financial services-Latest filing 2025
Plans
1
Retirement
1
$635K assets
Welfare
0
Participants
3
928 INWOOD AVE - OAKDALE, MN 55128651-788-3457heritage-financial.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$635K - 3 part

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Retirement#001

HERITAGE FINANCIAL ADVISORS 401K PLAN

401k

Assets$635K
Participants3
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001HERITAGE FINANCIAL ADVISORS 401K PLAN401k$635K32025
Retirement plans
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