Original filing (PDF)20250326102641NAL0032066098001

KENWOOD HOMES, INC. DBA HERITAGE HOMES

Name: KENWOOD HOMES, INC. DBA HERITAGE HOMES — HERITAGE HOMES 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: KENWOOD HOMES, INC. DBA HERITAGE HOMES

Form 5500-SF

FILING_RECEIVED

HERITAGE HOMES 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

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 average account balance (85th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KENWOOD HOMES, INC. DBA HERITAGE HOMES.

Plan sponsor

Name

KENWOOD HOMES, INC. DBA HERITAGE HOMES

EIN

16-1262804

Address

7519 MORGAN ROAD · LIVERPOOL, NY · 13090

Phone

(315) 451-4980

Industry

Constructionsee all

Plan administrator