What public Form 5500 filings show about the Heritage Pointe 401(k) plan — and how to find and check your own account.
Heritage Pointe (EIN 33-0260314) reports 403(B) THRIFT PLAN FOR EMPLOYEES OF HERITAGE POINTE on its most recent Form 5500, with $1.8M in plan assets across 80 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 Pointe filing — schedules, fees, and providers.
Heritage Pointe’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 PointeHR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MUTUAL OF AMERICA INVESTMENT.
