OpenERISA

Heritage Wealth Management Company

Oklahoma City, OK, 73102

EIN 27-4618601
Plans
1
Total participants
149
Filing years
2024, 2023, 2022, 2021, 2020
NAICS
525920
Plan sponsors in OklahomaFinance & Insurance

Benefit plans on file

YearFormPlan #Plan nameParticipants
2024Form 5500-SF001Heritage Wealth Management Company 401(K)/Stock Bonus Plan33
2023Form 5500-SF001Heritage Wealth Management Company 401(K)/Stock Bonus Plan33
2022Form 5500-SF001Heritage Wealth Management Company 401K/Stock Bonus Plan34
2021Form 5500-SF001Heritage Wealth Management Company 401(K)/Stock Bonus Plan15
2020Form 5500-SF001Heritage Wealth Management Company 401(K)/Stock Bonus Plan34

Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.

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