What public Form 5500 filings show about the Heritage Properties, Inc. 401(k) plan — and how to find and check your own account.
Heritage Properties, Inc. (EIN 64-0665203) reports HERITAGE PROPERTIES, INC. EMPLOYEE RETIREMENT PLAN on its most recent Form 5500, with $4.9M in plan assets across 178 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 Properties, Inc. filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is EPIC Retirement Plan Services, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Heritage Properties, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): BANKPLUS WEALTH MANAGMENT, RENASANT BANK.
