What public Form 5500 filings show about the Heritage Bank, Inc. 401(k) plan — and how to find and check your own account.
Heritage Bank, Inc. (EIN 61-1174806) reports HERITAGE BANK, INC. 401(K) PLAN on its most recent Form 5500, with $19.4M in plan assets across 231 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, Inc. filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Empower, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Heritage Bank, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): GLOBAL RETIREMENT PARTNERS, DEAN DORTON ALLEN FORD, BENEFIT PLANS PLUS.
