· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
NEW ENGLANDS HERITAGE PROPERTIES, INC. — HERITAGE PROPERTIES 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250818100525NAL0000572883001
NEW ENGLANDS HERITAGE PROPERTIES, INC.
Form 5500-SF
FILING_RECEIVED
HERITAGE PROPERTIES 401(K) PLAN
401(k) retirement plan
Active participants
21
Accounts w/ balance
29
Plan assets (EOY)
$1.1M
Net assets (EOY)
$1.1M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
NEW ENGLANDS HERITAGE PROPERTIES, INC.
.
Find decision makers
Plan sponsor
Name
NEW ENGLANDS HERITAGE PROPERTIES, INC.
EIN
04-3585188
Address
142 MIDDLE STREET · LOWELL, MA · 01852
Phone
(978) 458-0001
Industry
Real Estate
see all
Plan administrator
Name
COMPASS 360, LLC
EIN
81-1939215
City
STRATHAM, NH
Phone
(603) 778-9920
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-18
Pension benefit codes
2K · 401(m) arrangement
2E · Profit-sharing
2J · 401(k) feature
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2S · Automatic enrollment
2T · Default investment account (QDIA)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Real Estate plans
BIG BEAR RESORTS, INC.
BIG BEAR RESORTS, INC. 401(K) PLAN
$1.1M · 25 participants
CENTAUR PROPERTIES, LLC
CENTAUR PROPERTIES, LLC 401(K) SALARY DEFERRAL PLAN
$1.1M · 15 participants
RIF, INC.
ROBERT FINVARB COMPANIES RETIREMENT PLAN
$1.1M · 16 participants
SKYLINE SEVEN REAL ESTATE
SKYLINE SEVEN REAL ESTATE 401(K) PROFIT SHARING PLAN
$1.1M · 21 participants
BS TITLE TEAM, LLC.
BS TITLE TEAM 401(K) PLAN
$1.1M · 24 participants
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
BEECH HILLS CORP.
BEECH HILLS CORP. 401K PLAN
$1.1M · 4 participants
Large plans in Massachusetts
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY GROWTH COMPANY COMMINGLED POOL
$91.5B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX NON-LENDING SERIES FUND CLASS A
$91.0B
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY CONTRAFUND COMMINGLED POOL
$59.7B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS I
$53.6B
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC
SPARTAN GROUP TRUST FOR EMPLOYEE BENEFIT PLANS SPARTAN 500 INDEX POOL
$47.6B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS II
$46.7B
