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Original filing (PDF)20250926152427NAL0011066896001
THE HERITAGE FOUNDATION
Form 5500
FILING_RECEIVED
THE HERITAGE FOUNDATION RETIREMENT PLAN
Defined-contribution retirement plan
Active participants
326
Accounts w/ balance
598
Plan assets (EOY)
$38.1M
Net assets (EOY)
$38.1M
How this plan invests
This plan
36 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (14 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE HERITAGE FOUNDATION.
Plan sponsor
Name
THE HERITAGE FOUNDATION
EIN
23-7327730
Address
214 MASSACHUSETTS AVENUE NE · WASHINGTON, DC · 20002
Phone
(202) 546-4400
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-26
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
SNYDER COHN, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SENTINEL BENEFITS GROUP, LLC | 20-5916766 | — | RECORD KEEPER | $53K | — |
Investments
36 direct securities· $36.5M(96% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Putnam Investments Large Cap Value Fund n/a | — | — | — | $6.4M | 16.7% | |
| Vanguard 500 Index Fund Admiral n/a | — | — | — | $5.2M | 13.5% | |
| Charles Schwab Government Money Fund n/a | — | — | — | $3.7M | 9.8% | |
| Alliance Bernstein Large Cap Growth Fund n/a | — | — | — | $2.5M | 6.6% | |
| Janus Henderson Enterprise Fund n/a | — | — | — | $2.0M | 5.2% | |
| Vanguard Mid Cap Index Fund Admiral n/a | — | — | — | $1.7M | 4.6% | |
| Artisan Partners International Value Fund Institutional n/a | — | — | — | $1.6M | 4.2% | |
| Segall Bryant & Hamill Plus Bond Institutional n/a | — | — | — | $1.2M | 3.2% | |
| T. Rowe Price Retirement 2040 Fund n/a | — | — | — | $1.1M | 2.9% | |
| MFS Investment Management Moderate Allocation n/a | — | — | — | $976K | 2.6% | |
| T. Rowe Price Retirement 2030 Fund n/a | — | — | — | $877K | 2.3% | |
| T. Rowe Price Retirement 2050 Fund n/a | — | — | — | $874K | 2.3% | |
| Charles Schwab Cash n/a 173 Fidelity Advisor Strategic Income Fund n/a | — | — | — | $866K | 2.3% | |
| Vanguard Small Cap Index Admiral n/a | — | — | — | $821K | 2.2% | |
| T. Rowe Price Retirement 2020 Fund n/a | — | — | — | $799K | 2.1% | |
| Vanguard REIT Index Admiral Share n/a | — | — | — | $770K | 2.0% | |
| Royce & Associates, LP Royce Special Equity Institutional n/a | — | — | — | $711K | 1.9% | |
| John Hancock Disciplined Value International Fund n/a | — | — | — | $675K | 1.8% | |
| Vanguard Total International Stock Index n/a | — | — | — | $613K | 1.6% | |
| Global Quality Growth Partners Emerging Markets EQ Fund n/a | — | — | — | $473K | 1.2% | |
| Vanguard Short Term Bond Index Fund n/a | — | — | — | $411K | 1.1% | |
| Baron Capital, Inc. Small Cap Fund Institutional n/a | — | — | — | $384K | 1.0% | |
| Vanguard Total Bond Market Index n/a | — | — | — | $317K | 0.8% | |
| Vanguard Inflation Protected Sec Admiral n/a | — | — | — | $244K | 0.6% | |
| MFS Investment Management Aggressive Growth Allocation Fund n/a 358 MFS Investment Management Conservative Allocation Fund n/a 60 MFS Investment Management International Growth CL n/a | — | — | — | $242K | 0.6% | |
| Vanguard Interm Term Treasury Fund n/a | — | — | — | $165K | 0.4% | |
| T. Rowe Price Retirement 2055 Fund n/a | — | — | — | $142K | 0.4% | |
| T. Rowe Price Retirement 2065 Fund n/a | — | — | — | $128K | 0.3% | |
| T. Rowe Price Retirement 2045 Fund n/a | — | — | — | $111K | 0.3% | |
| Harris Associates Investment Trust n/a | — | — | — | $92K | 0.2% | |
| T. Rowe Price Retirement 2060 Fund n/a | — | — | — | $90K | 0.2% | |
| T. Rowe Price Retirement 2035 Fund n/a | — | — | — | $71K | 0.2% | |
| PIMCO All Asset Fund Institutional n/a | — | — | — | $68K | 0.2% | |
| MFS Investment Management Mid Cap Value Fund n/a | — | — | — | $62K | 0.2% | |
| T. Rowe Price Retirement 2025 Fund n/a | — | — | — | $28K | <0.1% | |
| Hussman Funds Strategic Total Return Fund n/a | — | — | — | $19K | <0.1% |
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