What public Form 5500 filings show about the Heritage Management Services I 401(k) plan — and how to find and check your own account.
Heritage Management Services I (EIN 47-2333718) reports HERITAGE MANAGEMENT SERVICES I 401(K) PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $715K in plan assets across 21 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 Management Services I filing — schedules, fees, and providers.
Heritage Management Services I’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 Management Services IHR for the recordkeeper’s name and login.
