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THE HERITAGE FOUNDATION 401(k) Plan

What public Form 5500 filings show about the THE HERITAGE FOUNDATION 401(k) plan — and how to find and check your own account.

Plan assets
$36.3M
Participants
298
Plans on file
1

The THE HERITAGE FOUNDATION 401(k) on its latest Form 5500

THE HERITAGE FOUNDATION (EIN 23-7327730) reports THE HERITAGE FOUNDATION 403(B) PLAN on its most recent Form 5500, with $36.3M in plan assets across 298 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 FOUNDATION filing — schedules, fees, and providers.

Who runs the THE HERITAGE FOUNDATION 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 SENTINEL BENEFITS GROUP, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your THE HERITAGE FOUNDATION 401(k).

Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): SENTINEL PENSION ADVISORS.

How to check your THE HERITAGE FOUNDATION 401(k)

  • Log in to SENTINEL BENEFITS GROUP’s participant portal (the site on your statements).
  • Ask THE HERITAGE FOUNDATION 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).
More on this employer: THE HERITAGE FOUNDATION — all Form 5500 filings (EIN 23-7327730) · District of Columbia employer EIN lookup · Form 5500 search
THE HERITAGE FOUNDATION 401(k) Plan — Form 5500