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 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.
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.
