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  1. Companies/
  2. Hereditas Wealth Management LL

Filings through Oct 24, 2026.

Hereditas Wealth Management LL

EIN 88-4400620-financial services-Latest filing 2025
Plans
1
Retirement
1
$567K assets
Health & Benefits
0
Participants
3
8707 SKOKIE BLVD STE 303 - SKOKIE, IL 600772281847-763-7123hereditaswealth.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401(k)-$567K - 3 part

Plan summaries

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

Retirement#001

HEREDITAS WEALTH MANAGEMENT LL 401(K) PROFIT SHARING PLAN & TRUST

401(k)

Assets$567K
Participants3
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
#001HEREDITAS WEALTH MANAGEMENT LL 401(K) PROFIT SHARING PLAN & TRUST401(k)$567K32025
  • HEREDITAS WEALTH MANAGEMENT LL 401(K) PROFIT SHARING PLAN & TRUST$567K
    #001 · 401(k) · 20253
Retirement plans
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