Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
HERITAGE FINANCIAL ADVISORY GROUP, LLC
EIN 86-3557139Finance and InsuranceLatest filing 2024
Plans
2
Retirement
2
$3.3M assets
Welfare
0
Participants
6
320 KNOLLWOOD DRIVE - SALEM, SC 29676631-878-5117
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.3M assets / 6 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
HERITAGE FINANCIAL ADVISORY GROUP, LLC 401K PROFIT SHARING PLAN
401k
Assets$2.5M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
HERITAGE FINANCIAL ADVISORY GROUP, LLC CASH BALANCE PLAN
CashBalance
Assets$815K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | HERITAGE FINANCIAL ADVISORY GROUP, LLC 401K PROFIT SHARING PLAN | 401k | $2.5M | 3 | 2024 | |
| 001 | HERITAGE FINANCIAL ADVISORY GROUP, LLC CASH BALANCE PLAN | CashBalance | $815K | 3 | 2024 |
Retirement plans