Heritage Financial Services, LLC
Massachusetts
Registered In
01/01/2014
Incorp. Date
Company Summary
Heritage Financial Services, LLC at 100 Lowder Brook Dr STE 1000, Westwood, Ma 02090 lists Charles S. Bean III and Charles S Bean III of Westwood, MA.
Overview
Registered In
Massachusetts
Incorporation Date
Company Type
Domestic Limited Liability Company (Llc)
Status
Active
Registration Type
Domestic
Search Other Resources
People
|
Charles S. Bean, III
Registered Agent
|
100 LOWDER BROOK DR STE 1000, WESTWOOD, MA 02090
|
|
|
Charles S. Bean III
Manager
|
100 LOWDER BROOK DR STE 1000, WESTWOOD, MA 02090
|
|
|
Charles S. Bean III
REAL PROPERTY
|
100 LOWDER BROOK DR STE 1000, WESTWOOD, MA 02090
|
|
|
Charles S Bean III
SOC SIGNATORY
|
100 LOWDER BROOK DR STE 1000, WESTWOOD, MA 02090
|
Map & Locations
|
100 LOWDER BROOK DR STE 1000, WESTWOOD, MA 02090
View Map
|
Financials
Financial Information for Heritage Financial Services, LLC
Form 5500
HERITAGE FINANCIAL SERVICES, LLC
100 Lowder Brook Drive Suite 1000, Westwood, Ma 02090 (781) 255-0214 EIN:46-4420482 Plan Admin:Jennifer Watson| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameHERITAGE FINANCIAL SERVICES, LLC 401(K) PLAN Plan #001 Participants BOY/EOY50 / 49 Assets BOY/EOY$12,334,296 / $14,995,985 | 2023 | HERITAGE FINANCIAL SERVICES, LLC 401(K) PLAN - Plan #001 | 50 / 49 | $12,334,296 / $14,995,985 |
| 2022 | Plan NameHERITAGE FINANCIAL SERVICES, LLC 401(K) PLAN Plan #001 Participants BOY/EOY42 / 50 Assets BOY/EOY$12,755,381 / $12,334,296 | 2022 | HERITAGE FINANCIAL SERVICES, LLC 401(K) PLAN - Plan #001 | 42 / 50 | $12,755,381 / $12,334,296 |
| 2021 | Plan NameHERITAGE FINANCIAL SERVICES, LLC 401(K) PLAN Plan #001 Participants BOY/EOY39 / 42 Assets BOY/EOY$9,230,031 / $12,755,381 | 2021 | HERITAGE FINANCIAL SERVICES, LLC 401(K) PLAN - Plan #001 | 39 / 42 | $9,230,031 / $12,755,381 |
| 2020 | Plan NameHERITAGE FINANCIAL SERVICES, LLC 401(K) PLAN Plan #001 Participants BOY/EOY36 / 39 Assets BOY/EOY$7,684,640 / $9,230,031 | 2020 | HERITAGE FINANCIAL SERVICES, LLC 401(K) PLAN - Plan #001 | 36 / 39 | $7,684,640 / $9,230,031 |
| 2019 | Plan NameHERITAGE FINANCIAL SERVICES, LLC 401(K) PLAN Plan #001 Participants BOY/EOY37 / 36 Assets BOY/EOY$6,349,108 / $7,684,640 | 2019 | HERITAGE FINANCIAL SERVICES, LLC 401(K) PLAN - Plan #001 | 37 / 36 | $6,349,108 / $7,684,640 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
HERITAGE FINANCIAL SERVICES, LLC
100 Lowder Brook Dr, Westwood, Ma 02090-1124 Industry:Trust, Fiduciary, and Custody Activities Ethnicity:Not Hispanic or Latino Race:Asian Veteran:No| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/09/2020 | Approved$765,200 Forgiven$769,871 LenderNeedham Bank Jobs34 | 04/09/2020 | $765,200 | $769,871 | Needham Bank | 34 |
PPP Loans based on Paycheck Protection Program.
Linked Companies
Related Business Names:
Address Match:100 Lowder Brook Dr Ste 1000 Westwood, MA
|
Boston Benefits Foundation
Registered in Massachusetts
|
Westwood, MA | View Report | |
|
Heritage Financial Services, Inc.
Registered in Massachusetts
|
Westwood, MA | View Report |
Address Match:100 Lowder Brook Dr Westwood, MA
|
Meketa Investment Group, Inc.
Registered in Rhode Island
|
East Providence, RI (1 more) | View Report | |
|
Meketa Investment Group, Inc.
Registered in Tennessee
|
Knoxville, TN Westwood, MA | View Report | |
|
Meketa Investment Group, Inc.
Registered in New Mexico
|
Espanola, NM Westwood, MA | View Report | |
|
Meketa Investment Group, Inc.
Registered in Oregon
|
Salem, OR Westwood, MA | View Report | |
|
Meketa Investment Group, Inc.
Registered in Connecticut
|
East Hartford, CT Westwood, MA | View Report | |
|
Tsx Products Corp.
Registered in Massachusetts
|
Westwood, MA | View Report | |
|
Meketa Investment Group, Inc.
Registered in Alabama
|
Montgomery, AL Westwood, MA | View Report | |
|
Meketa Investment Group, Inc.
Registered in Maine
|
Augusta, ME Westwood, MA | View Report | |
|
Meketa Investment Group, Inc.
Registered in Texas
|
Dedham, MA Westwood, MA | View Report | |
|
Boston Corporate Advisors, Inc.
Registered in Massachusetts
|
Westwood, MA | View Report | |
|
Boston Corporate Finance, Inc.
Registered in Massachusetts
|
Needham, MA Westwood, MA | View Report | |
|
Deploy Solutions, Inc.
Registered in Massachusetts
|
Westwood, MA | View Report | |
|
Haxide, LLC
Registered in Massachusetts
|
Westwood, MA | View Report | |
|
Integrated Software Solutions LLC
Registered in Massachusetts
|
Westwood, MA | View Report | |
|
Intertech Engineering Associates, Inc.
Registered in Massachusetts
|
Westwood, MA | View Report | |
|
Prism Venture Trust
Registered in Massachusetts
|
Westwood, MA | View Report | |
|
Snet Cellular, Inc.
Registered in Rhode Island
|
Rocky Hill, CT (1 more) | View Report |
Person/City Match:Charles S Bean III - Westwood, MA
|
Bean Farm, LLC
Registered in Massachusetts
|
Westwood, MA | View Report | |
|
Bean Real Estate LLC
Registered in Massachusetts
|
Westwood, MA | View Report | |
|
End Ms Now Foundation, Inc.
Registered in Massachusetts
|
Wellesley, MA Westwood, MA | View Report | |
|
Antrim Limited Partnership
Registered in Massachusetts
|
Westwood, MA | View Report | |
|
Bean Family, LLC
Registered in Massachusetts
|
Westwood, MA | View Report | |
|
Bean Farm, Inc., The
Registered in Massachusetts
|
Norwood, MA | View Report |
Sources
The following government agencies have contributed data:
• Secretary of the Commonwealth of Massachusetts • U.S. Department of Labor • U.S. Small Business Administration
Have questions?
You can easily find answers to common questions on the Frequently Asked Questions page.
You can easily find answers to common questions on the Frequently Asked Questions page.
IncTrace, LLC is not a consumer reporting agency as defined by the Fair Credit Reporting Act, 15 USC § 1681 et seq, (“FCRA”). We prohibit the use of this website or any information derived from it to make any determinations regarding employment, consumer credit, insurance, tenant screening, or any other purpose that would require FCRA compliance.
© 2025 IncTrace, LLC
Delaware, United States
Delaware, United States