Heritage Bank 401(k) Plan
What public Form 5500 filings show about the Heritage Bank 401(k) plan — and how to find and check your own account.
The Heritage Bank 401(k) on its latest Form 5500
Heritage Bank (EIN 48-1305893) reports HERITAGE BANK 401(K) PLAN on its most recent Form 5500, with $284K in plan assets across 14 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 Bank filing — schedules, fees, and providers.
Who runs the Heritage Bank 401(k)?
Heritage Bank’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 BankHR for the recordkeeper’s name and login.
How to check your Heritage Bank 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask Heritage Bank 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).