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Review sample — not indexed. Consumer “[company] 401k” tier pending intent validation.

HERITAGE SOUTH CREDIT UNION 401(k) Plan

What public Form 5500 filings show about the HERITAGE SOUTH CREDIT UNION 401(k) plan — and how to find and check your own account.

Plan assets
$1.9M
Participants
56
Plans on file
1

The HERITAGE SOUTH CREDIT UNION 401(k) on its latest Form 5500

HERITAGE SOUTH CREDIT UNION (EIN 63-0288900) reports HERITAGE SOUTH CREDIT UNION 401(K) PLAN AND TRUST on its most recent Form 5500, with $1.9M in plan assets across 56 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 SOUTH CREDIT UNION filing — schedules, fees, and providers.

Who runs the HERITAGE SOUTH CREDIT UNION 401(k)?

HERITAGE SOUTH CREDIT UNION’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 SOUTH CREDIT UNIONHR for the recordkeeper’s name and login.

How to check your HERITAGE SOUTH CREDIT UNION 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask HERITAGE SOUTH CREDIT UNION 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).
More on this employer: HERITAGE SOUTH CREDIT UNION — all Form 5500 filings (EIN 63-0288900) · Alabama employer EIN lookup · Form 5500 search
HERITAGE SOUTH CREDIT UNION 401(k) Plan — Form 5500