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HERITAGE TRUST COMPANY OF NEW MEXICO

EIN 85-0453560-financial services-Latest filing 2025
Plans
1
Retirement
1
$321K assets
Welfare
0
Participants
11
630 PASEO DEL PUEBLO SUR, SUITE 170 - TAOS, NM 87571575-758-7700htrust.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$321K - 11 part

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Retirement#001

HERITAGE TRUST COMPANY OF NEW MEXICO 401(K) PROFIT SHARING PLAN

401k

Assets$321K
Participants11
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001HERITAGE TRUST COMPANY OF NEW MEXICO 401(K) PROFIT SHARING PLAN401k$321K112025
Retirement plans
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