What public Form 5500 filings show about the Heritage Millworks LLC 401(k) plan — and how to find and check your own account.
Heritage Millworks LLC (EIN 46-4340824) reports HERITAGE MILLWORKS LLC 401(K) PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $970K in plan assets across 161 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 Millworks LLC filing — schedules, fees, and providers.
Heritage Millworks 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 Millworks LLCHR for the recordkeeper’s name and login.
