· 2022–2024 · DOL EFAST2

Heritage House Realty Inc. — Heritage House Realty, Form 5500 (2025)

Original filing (PDF)20260717083503NAL0007918578001

Heritage House Realty Inc.

Form 5500-SF

FILING_RECEIVED

Heritage House Realty Inc. 401(k) Plan

401(k) retirement plan · Heritage House Realty Inc.'s Heritage House Realty Inc. 401(k) Plan held $86K in plan assets for 2 participants in 2025.

Active participants

2

Accounts w/ balance

2

Plan assets (EOY)

$86K

Net assets (EOY)

$86K

Plan health score

Top-tier plan health

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

78

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

HERITAGE HOUSE REALTY INC

EIN

43-1123590all filings

Address

2805 N. BALTIMORE ST. · KIRKSVILLE, MO · 63501

Phone

(660) 665-5638

Industry

Real Estate

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-07-17

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Real Estate plans

Team Katie Grindon, LLC

Team Katie Grindon, LLC 401(k) Plan

$86K · 2 participants

The Richmondsun, Inc.

Richmondsun, Inc. Pension Plan

$86K · 2 participants

Pertria 401(k) Plan

$86K · 3 participants

Beanne Holding LLC

Beanne Holding LLC 401(k) Profit Sharing Plan

$87K · 7 participants

Livonia PRE CAST

Livonia PRE CAST 401(k) Plan

$87K · 5 participants

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.