FIRST HERITAGE FEDERAL CREDIT UNION 401(k) Plan
What public Form 5500 filings show about the FIRST HERITAGE FEDERAL CREDIT UNION 401(k) plan — and how to find and check your own account.
The FIRST HERITAGE FEDERAL CREDIT UNION 401(k) on its latest Form 5500
FIRST HERITAGE FEDERAL CREDIT UNION (EIN 16-0802201) reports FIRST HERITAGE FEDERAL CREDIT UNION 401(K) RETIREMENT SAVINGS PLAN on its most recent Form 5500, with $16.0M in plan assets across 141 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full FIRST HERITAGE FEDERAL CREDIT UNION filing — schedules, fees, and providers.
Who runs the FIRST HERITAGE FEDERAL CREDIT UNION 401(k)?
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Principal, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your FIRST HERITAGE FEDERAL CREDIT UNION 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): JOHN HANCOCK LIFE INS OF NY, SAGE RUTTY AND CO.
How to check your FIRST HERITAGE FEDERAL CREDIT UNION 401(k)
- Log in to Principal’s participant portal (the site on your statements).
- Ask FIRST HERITAGE FEDERAL CREDIT UNION HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).