How big is Heritage Chevrolet, Inc.'s plan?

Heritage Chevrolet, Inc.'s plan reported $7.9M in assets and 95 participants for 2024.

Original filing (PDF)20250717113301NAL0000297936001

Heritage Chevrolet, Inc.

Name: Heritage Chevrolet, Inc. — Heritage/Royal Employees', Form 5500 (2024)
Creator: Heritage Chevrolet, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Heritage/Royal Employees' 401(k) Plan

401(k) retirement plan · Heritage Chevrolet, Inc.'s Heritage/Royal Employees' 401(k) Plan held $7.9M in plan assets for 95 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.9M

Net assets (EOY)

$7.9M

Plan identifiers

Heritage Chevrolet, Inc.'s EIN is 38-2486440.

EIN 38-2486440

Plan number 001

Plan year 2024

ACK ID 20250717113301NAL0000297936001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Heritage Chevrolet, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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