What public Form 5500 filings show about the Heritage Capital Strategies, Inc. 401(k) plan — and how to find and check your own account.
Heritage Capital Strategies, Inc. (EIN 87-0737289) reports HERITAGE CAPITAL STRATEGIES, INC. 401(K)/DISCRETIONARY DEFINED CONTRIBUTION PLAN on its most recent Form 5500, with $1.6M 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 Heritage Capital Strategies, Inc. filing — schedules, fees, and providers.
Heritage Capital Strategies, 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 Capital Strategies, Inc.HR for the recordkeeper’s name and login.
