Heritage Personal Injury Group Inc. 401(k) Plan

The Heritage Personal Injury Group Inc. 401(k) on its latest Form 5500

Heritage Personal Injury Group Inc. (EIN 84-4057163) reports HERITAGE PERSONAL INJURY GROUP INC 401(K) PLAN on its most recent Form 5500, with $257K in plan assets across 15 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 Personal Injury Group Inc. filing — schedules, fees, and providers.

Who runs the Heritage Personal Injury Group Inc. 401(k)?

Heritage Personal Injury Group Inc.’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 Personal Injury Group Inc.HR for the recordkeeper’s name and login.

How to check your Heritage Personal Injury Group Inc. 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Heritage Personal Injury Group 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).