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Original filing (PDF)20260224110121NAL0003080128001
THE HERITAGE FOUNDATION
Form 5500
FILING_RECEIVED
THE HERITAGE FOUNDATION 403(B) PLAN
401(k) retirement plan
Signals · 1
Late filing · 3.3 mo
Active participants
298
Accounts w/ balance
424
Plan assets (EOY)
$36.3M
Net assets (EOY)
$36.3M
How this plan invests
This plan
37 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
87
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Filed 3.3 months past the 10.5-month grace window.
Helping the score
- Below-peer total fees (19 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
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2026-02-24
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
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)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SENTINEL BENEFITS GROUP, LLC | 20-5916766 | — | RECORD KEEPER | $46K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SENTINEL PENSION ADVISORS | 82-3967259 | — | INVESTMENT ADVISORS | $24K | — |
Investments
37 direct securities· $36.3M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund Admiral n/a | — | — | — | $7.4M | 20.3% | |
| Putnam Investments Large Cap Value Fund n/a | — | — | — | $4.7M | 13.1% | |
| T. Rowe Price Retirement 2035 Fund n/a 648 T. Rowe Price Retirement 2040 Fund n/a | — | — | — | $3.3M | 9.2% | |
| Charles Schwab Government Money Fund n/a | — | — | — | $2.2M | 6.1% | |
| T. Rowe Price Retirement 2030 Fund n/a | — | — | — | $2.0M | 5.5% | |
| Janus Henderson Enterprise Fund n/a | — | — | — | $1.8M | 5.0% | |
| Alliance Bernstein Large Cap Growth Fund n/a | — | — | — | $1.7M | 4.6% | |
| Vanguard Mid Cap Index Fund Admiral n/a | — | — | — | $1.4M | 3.8% | |
| Artisan Partners International Value Fund Institutional n/a | — | — | — | $1.2M | 3.3% | |
| Vanguard Total International Stock Index n/a | — | — | — | $1.1M | 3.1% | |
| T. Rowe Price Retirement 2050 Fund n/a | — | — | — | $955K | 2.6% | |
| Vanguard Small Cap Index Admiral n/a | — | — | — | $807K | 2.2% | |
| Charles Schwab Cash n/a 202 Fidelity Advisor Strategic Income Fund n/a | — | — | — | $768K | 2.1% | |
| Vanguard Interm Term Treasury Fund n/a | — | — | — | $760K | 2.1% | |
| Segall Bryant & Hamill Plus Bond Institutional n/a | — | — | — | $758K | 2.1% | |
| Royce & Associates, LP Royce Special Equity Institutional n/a | — | — | — | $628K | 1.7% | |
| Vanguard Short Term Bond Index Fund n/a | — | — | — | $564K | 1.6% | |
| Vanguard Total Bond Market Index n/a | — | — | — | $544K | 1.5% | |
| MFS Investment Management Moderate Allocation n/a | — | — | — | $522K | 1.4% | |
| Vanguard REIT Index Admiral Share n/a | — | — | — | $444K | 1.2% | |
| Harris Associates Investment Trust n/a | — | — | — | $428K | 1.2% | |
| Vanguard Inflation Protected Sec Admiral n/a | — | — | — | $340K | 0.9% | |
| T. Rowe Price Retirement 2020 Fund n/a | — | — | — | $313K | 0.9% | |
| MFS Investment Management International Growth CL n/a | — | — | — | $310K | 0.9% | |
| MFS Investment Management Mid Cap Value Fund n/a | — | — | — | $277K | 0.8% | |
| Global Quality Growth Partners Emerging Markets EQ Fund n/a | — | — | — | $263K | 0.7% | |
| John Hancock Disciplined Value International Fund n/a | — | — | — | $245K | 0.7% | |
| Baron Capital, Inc. Small Cap Fund Institutional n/a | — | — | — | $186K | 0.5% | |
| MFS Investment Management Growth Allocation Fund n/a | — | — | — | $107K | 0.3% | |
| Hussman Funds Strategic Total Return Fund n/a | — | — | — | $91K | 0.2% | |
| PIMCO All Asset Fund Institutional n/a | — | — | — | $43K | 0.1% | |
| T. Rowe Price Retirement 2065 Fund n/a | — | — | — | $41K | 0.1% | |
| T. Rowe Price Retirement 2055 Fund n/a | — | — | — | $25K | <0.1% | |
| MFS Investment Management Conservative Allocation Fund n/a | — | — | — | $17K | <0.1% | |
| MFS Investment Management Aggressive Growth Allocation Fund n/a | — | — | — | $8K | <0.1% | |
| T. Rowe Price Retirement 2060 Fund n/a | — | — | — | $3K | <0.1% | |
| T. Rowe Price Retirement 2045 Fund n/a | — | — | — | $2K | <0.1% |
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