Civic Intelligence

Heritage Financial Services LLC

Plan context: Heritage Financial Services LLC 401(K) Plan

EIN 46-4420482 • Westwood, MA • 12 filings • 1 plans

100 Lowder Brook DriveSuite 1000Westwood, MA 02090
Current Snapshot

Latest Year

2025

2025 Participants

57

2025 Assets

$23,615,293

2025 Contributions

$1,523,065

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$23,615,293$11,807,647$0201420202025YearValue
$23,615,293Latest year 2025

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

57290201420202025YearValue
57Latest year 2025

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2025157$23,615,293$1,523,065$26,720iApproximate average salary by contribution assumption: employee only about $668,011 at 4% or $445,341 at 6%; with 50% employer match about $445,341 at 4% or $296,894 at 6%; with 100% employer match about $334,005 at 4% or $222,670 at 6%.
Heritage Financial Services LLC 401(K) Plan-57$23,615,293$1,523,065$26,720iApproximate average salary by contribution assumption: employee only about $668,011 at 4% or $445,341 at 6%; with 50% employer match about $445,341 at 4% or $296,894 at 6%; with 100% employer match about $334,005 at 4% or $222,670 at 6%.
2024152$17,923,438$1,374,888$26,440iApproximate average salary by contribution assumption: employee only about $661,004 at 4% or $440,669 at 6%; with 50% employer match about $440,669 at 4% or $293,779 at 6%; with 100% employer match about $330,502 at 4% or $220,335 at 6%.
Heritage Financial Services LLC 401(K) Plan-52$17,923,438$1,374,888$26,440iApproximate average salary by contribution assumption: employee only about $661,004 at 4% or $440,669 at 6%; with 50% employer match about $440,669 at 4% or $293,779 at 6%; with 100% employer match about $330,502 at 4% or $220,335 at 6%.
2023149$14,995,985$1,273,597$25,992iApproximate average salary by contribution assumption: employee only about $649,794 at 4% or $433,196 at 6%; with 50% employer match about $433,196 at 4% or $288,798 at 6%; with 100% employer match about $324,897 at 4% or $216,598 at 6%.
Heritage Financial Services LLC 401(K) Plan-49$14,995,985$1,273,597$25,992iApproximate average salary by contribution assumption: employee only about $649,794 at 4% or $433,196 at 6%; with 50% employer match about $433,196 at 4% or $288,798 at 6%; with 100% employer match about $324,897 at 4% or $216,598 at 6%.
2022150$12,334,296$1,267,145$25,343iApproximate average salary by contribution assumption: employee only about $633,573 at 4% or $422,382 at 6%; with 50% employer match about $422,382 at 4% or $281,588 at 6%; with 100% employer match about $316,786 at 4% or $211,191 at 6%.
Heritage Financial Services LLC 401(K) Plan-50$12,334,296$1,267,145$25,343iApproximate average salary by contribution assumption: employee only about $633,573 at 4% or $422,382 at 6%; with 50% employer match about $422,382 at 4% or $281,588 at 6%; with 100% employer match about $316,786 at 4% or $211,191 at 6%.
2021142$12,755,381$2,121,814$50,519iApproximate average salary by contribution assumption: employee only about $1,262,985 at 4% or $841,990 at 6%; with 50% employer match about $841,990 at 4% or $561,326 at 6%; with 100% employer match about $631,492 at 4% or $420,995 at 6%.
Heritage Financial Services LLC 401(K) Plan-42$12,755,381$2,121,814$50,519iApproximate average salary by contribution assumption: employee only about $1,262,985 at 4% or $841,990 at 6%; with 50% employer match about $841,990 at 4% or $561,326 at 6%; with 100% employer match about $631,492 at 4% or $420,995 at 6%.
2020139$9,230,031$1,628,501$41,756iApproximate average salary by contribution assumption: employee only about $1,043,911 at 4% or $695,941 at 6%; with 50% employer match about $695,941 at 4% or $463,960 at 6%; with 100% employer match about $521,955 at 4% or $347,970 at 6%.
Heritage Financial Services LLC 401(K) Plan-39$9,230,031$1,628,501$41,756iApproximate average salary by contribution assumption: employee only about $1,043,911 at 4% or $695,941 at 6%; with 50% employer match about $695,941 at 4% or $463,960 at 6%; with 100% employer match about $521,955 at 4% or $347,970 at 6%.
2019136$7,684,640$809,292$22,480iApproximate average salary by contribution assumption: employee only about $562,008 at 4% or $374,672 at 6%; with 50% employer match about $374,672 at 4% or $249,781 at 6%; with 100% employer match about $281,004 at 4% or $187,336 at 6%.
Heritage Financial Services LLC 401(K) Plan-36$7,684,640$809,292$22,480iApproximate average salary by contribution assumption: employee only about $562,008 at 4% or $374,672 at 6%; with 50% employer match about $374,672 at 4% or $249,781 at 6%; with 100% employer match about $281,004 at 4% or $187,336 at 6%.
2018137$6,349,108$714,213$19,303iApproximate average salary by contribution assumption: employee only about $482,576 at 4% or $321,718 at 6%; with 50% employer match about $321,718 at 4% or $214,478 at 6%; with 100% employer match about $241,288 at 4% or $160,859 at 6%.
Heritage Financial Services LLC 401(K) Plan-37$6,349,108$714,213$19,303iApproximate average salary by contribution assumption: employee only about $482,576 at 4% or $321,718 at 6%; with 50% employer match about $321,718 at 4% or $214,478 at 6%; with 100% employer match about $241,288 at 4% or $160,859 at 6%.
2017135$6,794,672$1,519,182$43,405iApproximate average salary by contribution assumption: employee only about $1,085,130 at 4% or $723,420 at 6%; with 50% employer match about $723,420 at 4% or $482,280 at 6%; with 100% employer match about $542,565 at 4% or $361,710 at 6%.
Heritage Financial Services LLC 401(K) Plan-35$6,794,672$1,519,182$43,405iApproximate average salary by contribution assumption: employee only about $1,085,130 at 4% or $723,420 at 6%; with 50% employer match about $723,420 at 4% or $482,280 at 6%; with 100% employer match about $542,565 at 4% or $361,710 at 6%.
2016131$4,567,601$532,001$17,161iApproximate average salary by contribution assumption: employee only about $429,033 at 4% or $286,022 at 6%; with 50% employer match about $286,022 at 4% or $190,681 at 6%; with 100% employer match about $214,517 at 4% or $143,011 at 6%.
Heritage Financial Services LLC 401(K) Plan-31$4,567,601$532,001$17,161iApproximate average salary by contribution assumption: employee only about $429,033 at 4% or $286,022 at 6%; with 50% employer match about $286,022 at 4% or $190,681 at 6%; with 100% employer match about $214,517 at 4% or $143,011 at 6%.
2015129$3,792,041$495,967$17,102iApproximate average salary by contribution assumption: employee only about $427,558 at 4% or $285,039 at 6%; with 50% employer match about $285,039 at 4% or $190,026 at 6%; with 100% employer match about $213,779 at 4% or $142,519 at 6%.
Heritage Financial Services LLC 401(K) Plan-29$3,792,041$495,967$17,102iApproximate average salary by contribution assumption: employee only about $427,558 at 4% or $285,039 at 6%; with 50% employer match about $285,039 at 4% or $190,026 at 6%; with 100% employer match about $213,779 at 4% or $142,519 at 6%.
2014124$3,355,599$375,522$15,647iApproximate average salary by contribution assumption: employee only about $391,169 at 4% or $260,779 at 6%; with 50% employer match about $260,779 at 4% or $173,853 at 6%; with 100% employer match about $195,584 at 4% or $130,390 at 6%.
Heritage Financial Services LLC 401(K) Plan-24$3,355,599$375,522$15,647iApproximate average salary by contribution assumption: employee only about $391,169 at 4% or $260,779 at 6%; with 50% employer match about $260,779 at 4% or $173,853 at 6%; with 100% employer match about $195,584 at 4% or $130,390 at 6%.