HERITAGE SCHOOLS, INC. 401(k) Plan
What public Form 5500 filings show about the HERITAGE SCHOOLS, INC. 401(k) plan — and how to find and check your own account.
The HERITAGE SCHOOLS, INC. 401(k) on its latest Form 5500
HERITAGE SCHOOLS, INC. (EIN 87-0514958) reports HERITAGE SCHOOLS, INC. 401(K) PLAN on its most recent Form 5500, with $7.7M in plan assets across 195 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 SCHOOLS, INC. filing — schedules, fees, and providers.
Who runs the HERITAGE SCHOOLS, INC. 401(k)?
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Empower, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your HERITAGE SCHOOLS, INC. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): KESTRA INVESTMENT SERVICES, KESTRA ADVISORY SERVICES.
How to check your HERITAGE SCHOOLS, INC. 401(k)
- Log in to Empower’s participant portal (the site on your statements).
- Ask HERITAGE SCHOOLS, 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).