What public Form 5500 filings show about the Heritage Insurance Group LLC DBA Heritage Insurance and Real Estate 401(k) plan — and how to find and check your own account.
Heritage Insurance Group LLC DBA Heritage Insurance and Real Estate (EIN 20-8121177) reports HERITAGE INSURANCE GROUP LLC on its most recent Form 5500, with $509K in plan assets across 12 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 Insurance Group LLC DBA Heritage Insurance and Real Estate filing — schedules, fees, and providers.
Heritage Insurance Group LLC DBA Heritage Insurance and Real Estate’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 Insurance Group LLC DBA Heritage Insurance and Real EstateHR for the recordkeeper’s name and login.
