What public Form 5500 filings show about the Heritage Trading Inc. 401(k) plan — and how to find and check your own account.
Heritage Trading Inc. (EIN 95-3891823) reports HHG 401(K) PLAN on its most recent Form 5500, with $380K in plan assets across 1,049 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 Trading Inc. filing — schedules, fees, and providers.
Heritage Trading 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 Trading Inc.HR for the recordkeeper’s name and login.
