What public Form 5500 filings show about the Healthcare Resource Group, Inc. d/b/a Heritage Properties 401(k) plan — and how to find and check your own account.
Healthcare Resource Group, Inc. d/b/a Heritage Properties (EIN 04-3168124) reports HERITAGE PROPERTIES 401(K) PLAN on its most recent Form 5500, with $651K in plan assets across 4 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 Healthcare Resource Group, Inc. d/b/a Heritage Properties filing — schedules, fees, and providers.
Healthcare Resource Group, Inc. d/b/a Heritage Properties’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Healthcare Resource Group, Inc. d/b/a Heritage PropertiesHR for the recordkeeper’s name and login.