What public Form 5500 filings show about the Heritage Schools, Inc. 401(k) plan — and how to find and check your own account.
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.
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.
