Heritage Insurance Holdings, Inc. 401(k) Plan
What public Form 5500 filings show about the Heritage Insurance Holdings, Inc. 401(k) plan — and how to find and check your own account.
The Heritage Insurance Holdings, Inc. 401(k) on its latest Form 5500
Heritage Insurance Holdings, Inc. (EIN 45-5338504) reports HERITAGE INSURANCE HOLDINGS, INC. RETIREMENT SAVINGS PLAN on its most recent Form 5500, with $36.3M in plan assets across 540 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 Holdings, Inc. filing — schedules, fees, and providers.
Who runs the Heritage Insurance Holdings, Inc. 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 Insurance Holdings, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MORGAN STANLEY, FLORIDA RETIREMENT CONSULTANTS.
How to check your Heritage Insurance Holdings, Inc. 401(k)
- Log in to Empower’s participant portal (the site on your statements).
- Ask Heritage Insurance Holdings, 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).