What public Form 5500 filings show about the Heritage Brokerage Services, LLC DBA Cultivate Real Estate 401(k) plan — and how to find and check your own account.
Heritage Brokerage Services, LLC DBA Cultivate Real Estate (EIN 27-2170353) reports HERITAGE BROKERAGE SERVICES, LLC DBA CULTIVATE REAL ESTATE 401(K) PLAN on its most recent Form 5500, with $176K in plan assets across 6 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 Brokerage Services, LLC DBA Cultivate Real Estate filing — schedules, fees, and providers.
Heritage Brokerage Services, LLC DBA Cultivate Real Estate’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 Brokerage Services, LLC DBA Cultivate Real EstateHR for the recordkeeper’s name and login.
