How big is Heritage Homes LLC's plan?

Heritage Homes LLC's plan reported $3.2M in assets and 43 participants for 2024.

Original filing (PDF)20251001162133NAL0021270754001

Heritage Homes LLC

Name: Heritage Homes LLC — Heritage Homes 401(k) Plan, Form 5500 (2024)
Creator: Heritage Homes LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Heritage Homes 401(k) Plan

401(k) retirement plan · Heritage Homes LLC's Heritage Homes 401(k) Plan held $3.2M in plan assets for 43 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.2M

Net assets (EOY)

$3.2M

People on this filing

Jamie Workman signed Heritage Homes LLC's 2024 Form 5500 as plan administrator.

Jamie Workman — 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 Homes LLC's EIN is 45-0443839.

EIN 45-0443839

Plan number 001

Plan year 2024

ACK ID 20251001162133NAL0021270754001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Heritage Homes LLC'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 HOMES LLC.

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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

Vendor & structure

100

Helping the score