What public Form 5500 filings show about the Heritage Health 401(k) plan — and how to find and check your own account.
Heritage Health (EIN 94-3036820) reports HERITAGE HEALTH 403(B) PLAN on its most recent Form 5500, with $9.6M in plan assets across 467 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 Health 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 Health 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): EMPOWER ADVISORY GROUP, LPL FINANCIAL, PROFESSIONAL BENEFIT SERVICES.
