HERITAGE HEALTH 401(k) Plan
What public Form 5500 filings show about the HERITAGE HEALTH 401(k) plan — and how to find and check your own account.
The HERITAGE HEALTH 401(k) on its latest Form 5500
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.
Who runs the HERITAGE HEALTH 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 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.
How to check your HERITAGE HEALTH 401(k)
- Log in to Empower’s participant portal (the site on your statements).
- Ask HERITAGE HEALTH 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).