HERITAGE BANCSHARES GROUP, INC. 401(k) Plan
What public Form 5500 filings show about the HERITAGE BANCSHARES GROUP, INC. 401(k) plan — and how to find and check your own account.
The HERITAGE BANCSHARES GROUP, INC. 401(k) on its latest Form 5500
HERITAGE BANCSHARES GROUP, INC. (EIN 41-1768838) reports HERITAGE BANCSHARES GROUP, INC. 401(K) RETIREMENT PLAN on its most recent Form 5500, with $12.3M in plan assets across 90 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 HERITAGE BANCSHARES GROUP, INC. filing — schedules, fees, and providers.
Who runs the HERITAGE BANCSHARES GROUP, INC. 401(k)?
HERITAGE BANCSHARES GROUP, INC.’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 HERITAGE BANCSHARES GROUP, INC.HR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): BENEFIT PLAN ADMIN SERVICES, IMPACT RETIREMENT ADVISORS.
How to check your HERITAGE BANCSHARES GROUP, INC. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask HERITAGE BANCSHARES GROUP, INC. 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).