Heritage's Dairy Stores, Inc. 401(k) Plan
What public Form 5500 filings show about the Heritage's Dairy Stores, Inc. 401(k) plan — and how to find and check your own account.
The Heritage's Dairy Stores, Inc. 401(k) on its latest Form 5500
Heritage's Dairy Stores, Inc. (EIN 21-0717632) reports HERITAGE'S DAIRY STORES, INC. 401(K) SALARY REDUCTION PLAN & TRUST on its most recent Form 5500, with $6.7M in plan assets across 135 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's Dairy Stores, Inc. filing — schedules, fees, and providers.
Who runs the Heritage's Dairy Stores, Inc. 401(k)?
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Heritage's Dairy Stores, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): WILLIAM E HOWE, SUMMIT GROUP RETIREMENT PLANNERS.
How to check your Heritage's Dairy Stores, Inc. 401(k)
- Log in to Fidelity’s participant portal (the site on your statements).
- Ask Heritage's Dairy Stores, Inc. 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).