· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
GETTYSBURG HERITAGE ENTERPRISES, INC. — GETTYSBURG HERITAGE ENTERPRISES, INC. 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250520095226NAL0004581122001
GETTYSBURG HERITAGE ENTERPRISES, INC.
Form 5500-SF
FILING_RECEIVED
GETTYSBURG HERITAGE ENTERPRISES, INC. 401(K) PLAN
401(k) retirement plan
Active participants
35
Accounts w/ balance
25
Plan assets (EOY)
$1.6M
Net assets (EOY)
$1.6M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
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
GETTYSBURG HERITAGE ENTERPRISES, INC.
.
Find decision makers
Plan sponsor
Name
GETTYSBURG HERITAGE ENTERPRISES, INC.
EIN
45-3512332
Address
789 BALTIMORE STREET, SUITE 101 · GETTYSBURG, PA · 17325
Phone
(717) 337-1698
Industry
Arts, Entertainment, Recreation
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
2025-05-20
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Arts, Entertainment, Recreation plans
ASPEN HISTORICAL SOCIETY
ASPEN HISTORICAL SOCIETY 403(B) PLAN
$1.6M · 32 participants
PIERRE AND TANA MATISSE FOUNDATION
THE PIERRE AND TANA MATISSE FOUNDATION 401(K) PLAN
$1.6M · 8 participants
THE MONTCLAIR ART MUSEUM
THE MONTCLAIR ART MUSEUM RETIREMENT PLAN
$1.6M · 56 participants
MAINE MARITIME MUSEUM
MAINE MARITIME MUSEUM 403(B) PLAN
$1.6M · 31 participants
COASTAL HERITAGE SOCIETY
COASTAL HERITAGE SOCIETY 401(K) PLAN
100
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.
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.6M · 51 participants
ARTHUR M. SACKLER FOUNDATION INC.
ARTHUR M. SACKLER FOUNDATION, INC. 403(B) RETIREMENT PLAN
$1.7M · 2 participants
Large plans in Pennsylvania
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY INSTITUTIONAL TOTAL INTERNATIONAL STOCK MARKET INDEX TRUST II
$223.1B
VANGUARD FIDUCIARY TRUST COMPANY
VFTC INSTITUTIONAL 500 INDEX TRUST
$183.5B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2035 MASTER TRUST
$116.3B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2045 MASTER TRUST
$109.4B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2040 MASTER TRUST
$108.2B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2030 MASTER TRUST
$106.2B