How big is Heritage Restaurant Management Inc.'s plan?

Heritage Restaurant Management Inc.'s plan reported $71K in assets and 41 participants for 2024.

Original filing (PDF)20250718093612NAL0002141904001

Heritage Restaurant Management Inc.

Name: Heritage Restaurant Management Inc. — Heritage, Form 5500 (2024)
Creator: Heritage Restaurant Management Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Heritage Restaurant Management Inc. 401(k) Plan

401(k) retirement plan · Heritage Restaurant Management Inc.'s Heritage Restaurant Management Inc. 401(k) Plan held $71K in plan assets for 41 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$71K

Net assets (EOY)

$71K

People on this filing

Marcus Bowie signed Heritage Restaurant Management Inc.'s 2024 Form 5500 as plan administrator.

Marcus Bowie — 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

Heritage Restaurant Management Inc.'s EIN is 27-3743448.

EIN 27-3743448

Plan number 001

Plan year 2024

ACK ID 20250718093612NAL0002141904001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Heritage Restaurant Management Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Heritage Restaurant Management Inc.'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 HERITAGE RESTAURANT MANAGEMENT INC.

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Plan health score

Above-average plan

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