What public Form 5500 filings show about the Heritage SITE Development, Inc. 401(k) plan — and how to find and check your own account.
Heritage SITE Development, Inc. (EIN 54-1561133) reports HERITAGE SITE DEVELOPMENT, INC. 401(K) PLAN on its most recent Form 5500, with $640K in plan assets across 55 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 SITE Development, Inc. filing — schedules, fees, and providers.
Heritage SITE Development, 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 SITE Development, Inc.HR for the recordkeeper’s name and login.
