What public Form 5500 filings show about the Heritage Village Master Association 401(k) plan — and how to find and check your own account.
Heritage Village Master Association (EIN 06-0888160) reports HERITAGE VILLAGE MASTER ASSOCIATION 401(K) PROFIT SHARING PLAN AND TRUST on its most recent Form 5500, with $8.3M in plan assets across 84 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 Village Master Association filing — schedules, fees, and providers.
Heritage Village Master Association’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 Village Master AssociationHR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): USI ADVISORS, USI CONSULTING GROUP, CHARLES SCHWAB BANK, FIORITA KORNHAAS &, FIORITA KORNHAAS & PC, REID AND RIEGE PC.
