Heritage Property Management Servic ES, Inc. 401(k) Plan

The Heritage Property Management Servic ES, Inc. 401(k) on its latest Form 5500

Heritage Property Management Servic ES, Inc. (EIN 58-1482607) reports HERITAGE PROPERTY MANAGEMENT SERVICES, INC. 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $2.4M in plan assets across 137 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 Property Management Servic ES, Inc. filing — schedules, fees, and providers.

Who runs the Heritage Property Management Servic ES, Inc. 401(k)?

Heritage Property Management Servic ES, 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 Property Management Servic ES, Inc.HR for the recordkeeper’s name and login.

How to check your Heritage Property Management Servic ES, Inc. 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Heritage Property Management Servic ES, 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).