Heritage Wine & Spirits, Inc., D 401(k) Plan

The Heritage Wine & Spirits, Inc., D 401(k) on its latest Form 5500

Heritage Wine & Spirits, Inc., D (EIN 82-1987449) reports HERITAGE WINE & SPIRITS, INC., DBA HENRY STREET WAREHOUSE LIQUO on its most recent Form 5500, with $1.1M in plan assets across 7 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 Wine & Spirits, Inc., D filing — schedules, fees, and providers.

Who runs the Heritage Wine & Spirits, Inc., D 401(k)?

Heritage Wine & Spirits, Inc., D’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 Wine & Spirits, Inc., DHR for the recordkeeper’s name and login.

How to check your Heritage Wine & Spirits, Inc., D 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Heritage Wine & Spirits, Inc., D 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).