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  2. Heritage Capital Advisors, LLC

Filings through Oct 24, 2026.

Heritage Capital Advisors, LLC

EIN 86-1051433-financial services-Latest filing 2025
Plans
1
Retirement
1
$22.8M assets
Health & Benefits
0
Participants
19
200 GLASTONBURY BOULEVARD, SUITE 101 - GLASTONBURY, CT 06033860-659-8886investfortomorrow.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401(k)-$22.8M - 19 part

Plan summaries

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

Retirement#001

HERITAGE CAPITAL ADVISORS, LLC RETIREMENT PLAN

401(k)

Assets$22.8M
Participants19
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 CAPITAL ADVISORS, LLC RETIREMENT PLAN401(k)$22.8M192025
  • HERITAGE CAPITAL ADVISORS, LLC RETIREMENT PLAN$22.8M
    #001 · 401(k) · 202519
Retirement plans
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