HERITAGE FINANCIAL CREDIT UNION 401(k) Plan
What public Form 5500 filings show about the HERITAGE FINANCIAL CREDIT UNION 401(k) plan — and how to find and check your own account.
The HERITAGE FINANCIAL CREDIT UNION 401(k) on its latest Form 5500
HERITAGE FINANCIAL CREDIT UNION (EIN 14-1348251) reports HERITAGE FINANCIAL CREDIT UNION CAPITAL ACCUMULATION PLAN on its most recent Form 5500, with $7.4M in plan assets across 127 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 FINANCIAL CREDIT UNION filing — schedules, fees, and providers.
Who runs the HERITAGE FINANCIAL CREDIT UNION 401(k)?
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Principal, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your HERITAGE FINANCIAL CREDIT UNION 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): PASI, RESOURCES INVESTMENT ADVISORS.
How to check your HERITAGE FINANCIAL CREDIT UNION 401(k)
- Log in to Principal’s participant portal (the site on your statements).
- Ask HERITAGE FINANCIAL CREDIT UNION 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).