What public Form 5500 filings show about the Heritage Strategies International, LLC 401(k) plan — and how to find and check your own account.
Heritage Strategies International, LLC (EIN 52-2436697) reports HERITAGE STRATEGIES INTERNATIONAL, LLC 401(K) PLAN on its most recent Form 5500, with $34K in plan assets across 3 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 Strategies International, LLC filing — schedules, fees, and providers.
Heritage Strategies International, LLC’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 Strategies International, LLCHR for the recordkeeper’s name and login.
