· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
HERITAGE HOMES LLC — THE CONTRACTORS RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250707164641NAL0006133824001
HERITAGE HOMES LLC
Form 5500-SF
FILING_RECEIVED
THE CONTRACTORS RETIREMENT PLAN
401(k) retirement plan
Active participants
71
Accounts w/ balance
25
Plan assets (EOY)
$788K
Net assets (EOY)
$788K
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
HERITAGE HOMES LLC
.
Find decision makers
Plan sponsor
Name
HERITAGE HOMES LLC
DBA
HERITAGE GENERAL CONTRACTING HERITAGE ROCK AND SERVICES
EIN
38-3686812
Address
5449 RICHARDSON HIGHWAY · DELTA JUNCTION, AK · 99737
Phone
(907) 895-9889
Industry
Construction
see 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
2025-07-07
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Construction plans
MARTINEZ ASSOCIATES, INC. T/A M.A.I. CORPORATION
MARTINEZ ASSOCIATES, INC. T/A M.A.I. CORPORATION 401K PROFIT SHARING PLAN
$788K · 10 participants
ICAN RESOURCES, INC.
ICAN RESOURCES, INC. CUSTODIAL 401(K) RETIREMENT PLAN
$788K · 110 participants
LAWYER EXCAVATION, INC.
LAWYER EXCAVATION, INC. 401(K) PLAN
$788K · 61 participants
KEMCO CORPORATION
KEMCO CORPORATION 401(K) PLAN
$788K · 3 participants
D.J.B. CONSTRUCTION CO., INC.
D.J.B. CONSTRUCTION CO., INC. 401(K) PROFIT SHARING PLAN
65
Knocking points off
Only 35% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$787K · 3 participants
JAMES T. HUGHES SHEET METAL, INC.
THE CONTRACTORS RETIREMENT PLAN
$787K · 16 participants
Large plans in Alaska
JOINT BOARD OF TRUSTEES ALASKA ELECTRICAL PENSION FUND
ALASKA ELECTRICAL PENSION PLAN
$2.1B · 3,855 participants
ARCTIC SLOPE REGIONAL CORPORATION
ARCTIC SLOPE REGIONAL CORPORATION AND SUBSIDIARIES EMPLOYEES RETIREMENT PLAN
$1.5B · 15,212 participants
GAINWELL ACQUISITION CORP.
GAINWELL TECHNOLOGIES 401(K) PLAN
$691.3M · 11,437 participants
COOK INLET REGION, INC.
COOK INLET REGION 401(K) RETIREMENT PLAN
$589.4M · 5,327 participants
ALASKA TEAMSTER EMPLOYER PENSION TRUST
ALASKA TEAMSTER-EMPLOYER PENSION TRUST
$516.0M · 3,901 participants
BRISTOL BAY NATIVE CORPORATION
BRISTOL BAY NATIVE CORPORATION 401(K) SAVINGS PLAN
$479.8M · 5,397 participants
