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  2. Heritage Wealth Management LLC

Filings through Oct 24, 2026.

Sponsor portfolio

Heritage Wealth Management LLC

EIN 84-5043219-financial services-Latest filing 2025
Plans
1
Retirement
1
$557K assets
Welfare
0
Participants
3
4166 56TH ST SW STE B - WYOMING, MI 49418616-290-1100heritagewealthmi.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401(k)-$557K - 3 part

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Retirement#001

HERITAGE WEALTH MANAGEMENT LLC 401K PS PLAN

401(k)

Assets$557K
Participants3
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001HERITAGE WEALTH MANAGEMENT LLC 401K PS PLAN401(k)$557K32025
Retirement plans
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