Original filing (PDF)20251002102442NAL0000351729001

Healthcare Resource Group, Inc. d/b/a Heritage Properties

Name: Healthcare Resource Group, Inc. d/b/a Heritage Properties — Form 5500 Plan 001 (2024)
Creator: Healthcare Resource Group, Inc. d/b/a Heritage Properties
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Heritage Properties 401(k) Plan

401(k) retirement plan · Healthcare Resource Group, Inc. d/b/a Heritage Properties' Heritage Properties 401(k) Plan held $651K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$651K

Net assets (EOY)

$651K

Plan identifiers

Healthcare Resource Group, Inc. d/b/a Heritage Properties' EIN is 04-3168124.

EIN 04-3168124

Plan number 001

Plan year 2024

ACK ID 20251002102442NAL0000351729001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Healthcare Resource Group, Inc. d/b/a Heritage Properties from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Healthcare Resource Group, Inc. d/b/a Heritage Properties' plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HEALTHCARE RESOURCE GROUP, INC. D/B/A HERITAGE PROPERTIES.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

HEALTHCARE RESOURCE GROUP, INC. D/B/A HERITAGE PROPERTIES

EIN

all filings

Address

490B BOSTON POST ROAD, SUITE 202 · SUDBURY, MA · 01776

Phone

(978) 443-4642

Industry

Real Estate

Plan administrator