KATE Herzel signed Heritage Operations Group, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Heritage Operations Group, LLC's EIN is 20-3902357.
Download the official 2024 Form 5500 (PDF) for Heritage Operations Group, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Heritage Operations Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $74K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES LLC | — | NEW YORK, NY | INVESTMENT ADVISOR | $33K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Admiral | Common Collective Trusts | — | — | $4.4M | 21.3% | |
| iShares MSCI EAFE International Index K | Other securities | — | — | $2.8M | 13.6% | |
| LARGE CAP GROWTH FUND II FEE CLASS GREAT GRAY · EIN 31-4139848 / PN 626 | Common Collective Trust | — | — | $1.5M | 7.3% | |
| Empower Key Guaranteed Portfolio | Other securities | — | — | $1.5M | 7.3% | |
| LARGE CAP VALUE FUND II CL R1 GREAT GRAY · EIN 38-7264544 / PN 707 | Common Collective Trust | — | — | $1.3M | 6.4% | |
| BNY Mellon BNY Mellon Bond Market Index I | Other securities | — | — | $1.2M | 5.9% | |
| Baird Core Plus Bond Institutional | Other securities | — | — | $1.1M | 5.1% | |
| PIMCO International Bond Institutional | Mutual Funds | — | — | $1.0M | 4.9% | |
| JPMorgan Mid Cap Growth R6 | Other securities | — | — | $1.0M | 4.9% | |
| Allspring Special Mid Cap Value R6 | Other securities | — | — | $843K | 4.0% | |
| PIMCO Income Institutional | Mutual Funds | — | — | $821K | 3.9% | |
| Vanguard Explorer Admiral | Mutual Funds | — | — | $708K | 3.4% | |
| DFA Emerging Markets Core Equity I | Mutual Funds | — | — | $694K | 3.3% | |
| Allspring Small Company Value R6 | Common Stocks | — | — | $491K | 2.4% | |
| Participant loans 5.25% - 10.50%; Maturity 2024-2031 | Bonds / Notes | — | — | $301K | 1.4% | |
| Vanguard Small Cap Index Admiral | Mutual Funds | — | — | $176K | 0.8% | |
| American Funds American Funds New Perspective R6 | Mutual Funds | — | — | $162K | 0.8% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $131K | 0.6% | |
| INTERNATIONAL GROWTH FUND II R1 GREAT GRAY · EIN 38-4139842 / PN 000 | Common Collective Trust | — | — | $92K | 0.4% | |
| American Funds American Funds Income Fund of America R6 | Mutual Funds | — | — | $84K | 0.4% | |
| BlackRock Lifepath Index 2030 K | Other securities | — | — | $66K | 0.3% | |
| BlackRock Lifepath Index 2060 K ** 451 BlackRock Lifepath Index Retirement K | Other securities | — | — | $55K | 0.3% | |
| BlackRock Lifepath Index 2055 K | Other securities | — | — | $51K | 0.2% | |
| BlackRock High Yield Bond Portfolio K | Other securities | — | — | $48K | 0.2% | |
| DFA Real Estate Securities I | Mutual Funds | — | — | $41K | 0.2% | |
| Nuveen Inflation Linked Rond R6 | Mutual Funds | — | — | $31K | 0.2% | |
| BlackRock Lifepath Index 2045 K | Other securities | — | — | $17K | <0.1% | |
| BlackRock Lifepath Index 2050 K | Other securities | — | — | $12K | <0.1% | |
| Franklin Templeton Franklin Utilities R6 | Mutual Funds | — | — | $1K | <0.1% | |
| GGT WESTERN ASSET CORE PLUS BOND CI GREAT GRAY · EIN 82-4391232 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| MID CAP VALUE FEE CLASS R1 GREAT GRAY · EIN 38-4139852 / PN 630 | Common Collective Trust | — | — | $0 | <0.1% | |
| MID CAP GROWTH FUND FEE CLASS R1 GREAT GRAY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
