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  2. Heritage Family Offices, LLP

Filings through Oct 24, 2026.

Heritage Family Offices, LLP

EIN 83-1661030-financial services-Latest filing 2025
Plans
1
Retirement
1
$1.8M assets
Health & Benefits
0
Participants
24
9841 E BELL RD, SUITE 100 - SCOTTSDALE, AZ 85260602-569-9959heritagefo.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
1 filing
#001401(k)-$1.8M - 24 part

Plan summaries

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

Retirement#001

HERITAGE FAMILY OFFICES, LLP 401(K) PLAN

401(k)

Assets$1.8M
Participants24
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 FAMILY OFFICES, LLP 401(K) PLAN401(k)$1.8M242025
  • HERITAGE FAMILY OFFICES, LLP 401(K) PLAN$1.8M
    #001 · 401(k) · 202524
Retirement plans
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