# First Heritage Mortgage, LLC Health & Welfare Plan
Source: https://planprovider.pro/companies/first-heritage-mortgage-llc-541822464-501

> First Heritage Mortgage, LLC's Health & Welfare plan: 192 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** First Heritage Mortgage, LLC

- **Sponsor EIN:** 541822464

- **Sponsor Address:** 3201 JERMANTOWN ROAD SUITE 800, FAIRFAX, VA, 22030

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 192

- **Total Assets:** $0

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|192|$0|$0|$0|

| 2023|142|$0|$0|$0|

| 2022|205|$0|$0|$0|

## Similar Plans

- [Alcova Mortgage LLC](https://planprovider.pro/companies/alcova-mortgage-llc-401k-plan) — 464 participants

- [Atlantic Coast Mortgage, LLC](https://planprovider.pro/companies/atlantic-coast-mortgage-llc-611645461-501) — 278 participants

- [Atlantic Coast Mortgage, LLC](https://planprovider.pro/companies/atlantic-coast-mortgage-llc-401k-plan) — 271 participants

- [Intercoastal Mortgage, LLC](https://planprovider.pro/companies/intercoastal-mortgage-llc-401k-plan) — 201 participants

- [Southern Trust Mortgage, LLC](https://planprovider.pro/companies/southern-trust-mortgage-llc-401k-plan) — 181 participants

- [Integrity Home Mortgage](https://planprovider.pro/companies/integrity-home-mortgage-401k-plan) — 178 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/first-heritage-mortgage-llc-541822464-501)

© 2026 PlanProvider.Pro