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HERITAGE CAPITAL ADVISORS, LLC

EIN 86-1051433-financial services-Latest filing 2024
Plans
1
Retirement
1
$19.6M assets
Welfare
0
Participants
17
200 GLASTONBURY BOULEVARD, SUITE 101 - GLASTONBURY, CT 06033860-659-8886investfortomorrow.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$19.6M - 17 part

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Retirement#001

HERITAGE CAPITAL ADVISORS, LLC RETIREMENT PLAN

401k

Assets$19.6M
Participants17
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Single plan on file. The full analytics live on the plan detail page - drill in to see them.

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001HERITAGE CAPITAL ADVISORS, LLC RETIREMENT PLAN401k$19.6M172024
Retirement plans
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