What public Form 5500 filings show about the Heritage Investment Group LLC 401(k) plan — and how to find and check your own account.
Heritage Investment Group LLC (EIN 84-2234916) reports HERITAGE INVESTMENT GROUP 401(K) PLAN on its most recent Form 5500, with $10K in plan assets across 3 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 Investment Group LLC filing — schedules, fees, and providers.
Heritage Investment Group LLC’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 Investment Group LLCHR for the recordkeeper’s name and login.
