How big is Harrison Heritage Investment GRO's plan?

Harrison Heritage Investment GRO's plan reported $9K in assets and 7 participants for 2024.

Original filing (PDF)20250718070502NAL0001930880001

Harrison Heritage Investment GRO

Name: Harrison Heritage Investment GRO — Harrison Heritage, Form 5500 (2024)
Creator: Harrison Heritage Investment GRO
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Harrison Heritage Investment Group, Inc. 401(k) Plan

401(k) retirement plan · Harrison Heritage Investment GRO's Harrison Heritage Investment Group, Inc. 401(k) Plan held $9K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$9K

Net assets (EOY)

$9K

People on this filing

Shirley Horner signed Harrison Heritage Investment GRO's 2024 Form 5500 as plan administrator.

Shirley Horner — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Harrison Heritage Investment GRO's EIN is 20-5184334.

EIN 20-5184334

Plan number 001

Plan year 2024

ACK ID 20250718070502NAL0001930880001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Harrison Heritage Investment GRO from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Harrison Heritage Investment GRO's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HARRISON HERITAGE INVESTMENT GRO.

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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