THE HERITAGE AUTOMOTIVE GROUP, INC. 401(k) Plan
What public Form 5500 filings show about the THE HERITAGE AUTOMOTIVE GROUP, INC. 401(k) plan — and how to find and check your own account.
The THE HERITAGE AUTOMOTIVE GROUP, INC. 401(k) on its latest Form 5500
THE HERITAGE AUTOMOTIVE GROUP, INC. (EIN 03-0284529) reports THE HERITAGE AUTOMOTIVE GROUP, INC. 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $24.8M in plan assets across 315 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 THE HERITAGE AUTOMOTIVE GROUP, INC. filing — schedules, fees, and providers.
Who runs the THE HERITAGE AUTOMOTIVE GROUP, 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 Principal, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your THE HERITAGE AUTOMOTIVE GROUP, INC. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): OSAIC WEALTH.
How to check your THE HERITAGE AUTOMOTIVE GROUP, INC. 401(k)
- Log in to Principal’s participant portal (the site on your statements).
- Ask THE HERITAGE AUTOMOTIVE GROUP, 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).