HERITAGE FINANCIAL PLANNERS, INC. 401(k) Plan
What public Form 5500 filings show about the HERITAGE FINANCIAL PLANNERS, INC. 401(k) plan — and how to find and check your own account.
The HERITAGE FINANCIAL PLANNERS, INC. 401(k) on its latest Form 5500
HERITAGE FINANCIAL PLANNERS, INC. (EIN 87-3553495) reports HERITAGE FINANCIAL PLANNERS, INC. 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $670K in plan assets across 7 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 PLANNERS, INC. filing — schedules, fees, and providers.
Who runs the HERITAGE FINANCIAL PLANNERS, INC. 401(k)?
HERITAGE FINANCIAL PLANNERS, 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 FINANCIAL PLANNERS, INC.HR for the recordkeeper’s name and login.
How to check your HERITAGE FINANCIAL PLANNERS, INC. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask HERITAGE FINANCIAL PLANNERS, INC. 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).