What public Form 5500 filings show about the Heritage Home Services, LLC DBA Coldwell Banker Heritage Realtors 401(k) plan — and how to find and check your own account.
Heritage Home Services, LLC DBA Coldwell Banker Heritage Realtors (EIN 31-1766849) reports HERITAGE HOME SERVICES, LLC 401(K) PLAN on its most recent Form 5500, with $6.6M in plan assets across 86 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 Home Services, LLC DBA Coldwell Banker Heritage Realtors filing — schedules, fees, and providers.
Heritage Home Services, LLC DBA Coldwell Banker Heritage Realtors’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 Home Services, LLC DBA Coldwell Banker Heritage RealtorsHR for the recordkeeper’s name and login.
