How big is Heritage Millworks LLC's plan?

Heritage Millworks LLC's plan reported $970K in assets and 161 participants for 2024.

Original filing (PDF)20251015144630NAL0004877361001

Heritage Millworks LLC

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

Form 5500

FILING_RECEIVED

Heritage Millworks LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Heritage Millworks LLC's Heritage Millworks LLC 401(k) Profit Sharing Plan & Trust held $970K in plan assets for 161 participants in 2024.

Signals · 2

37% in single holdingNo recordkeeper disclosed

Active participants

161

Accounts w/ balance

119

Plan assets (EOY)

$970K

Net assets (EOY)

$970K

People on this filing

Edward Rojas signed Heritage Millworks LLC's 2024 Form 5500 as plan administrator.

Edward Rojas — 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 Millworks LLC's EIN is 46-4340824.

EIN 46-4340824

Plan number 002

Plan year 2024

ACK ID 20251015144630NAL0004877361001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Heritage Millworks LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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How this plan invests

This plan

20 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

High average account balance (86th percentile).

Plan sponsor

Name

HERITAGE MILLWORKS LLC

EIN

all filings

Address

588 LOFTY HEIGHTS RD · CLAY CITY, KY · 403129537

Phone

(606) 663-9663

Industry

Manufacturing

Plan administrator

Name

ERISA FIDUCIARY SERVICES, INC.

EIN

47-1637791

City

HAUPPAUGE, NY

Phone

(631) 249-0500

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

No Schedule C providers reported

Investments

20 direct securities· $879K(91% of reported assets)

Mutual Funds

$366K

13 holdings

U.S. Treasuries

$332K

2 holdings

Common Collective Trusts

$171K

3 holdings

Other securities

$10K

2 holdings

					% of plan
US Treasury Cash Reserves Mutual Fund	U.S. Treasuries	—	—	$329K	33.9%
Schwab® S&P 500 Index Fund Mutual Fund	Common Collective Trusts	—	—	$165K	17.0%
MFS Massachusetts Investors Growth Stock Fund Class R6 Mutual Fund	Mutual Funds	—	—	$142K	14.7%
Vanguard Growth and Income Fund Admiral Shares Mutual Fund	Mutual Funds	—	—	$113K	11.7%
Nuveen Lifecycle Index 2035 Fund R6 Class Mutual Fund	Mutual Funds	—	—	$27K	2.8%
Vanguard Equity-Income Fund Admiral Shares Mutual Fund	Mutual Funds	—	—	$23K	2.3%
Nuveen Lifecycle Index 2030 Fund R6 Class Mutual Fund	Mutual Funds	—	—	$16K	1.7%
Nuveen Lifecycle Index 2055 Fund R6 Class Mutual Fund	Mutual Funds	—	—	$11K	1.1%
Nuveen Lifecycle Index 2060 Fund R6 Class Mutual Fund	Mutual Funds	—	—	$10K	1.1%
Nuveen Lifecycle Index 2045 Fund R6 Class Mutual Fund	Mutual Funds	—	—	$8K	0.8%
Nuveen Lifecycle Index Retirement Income Fund R6 Class Mutual Fund	Mutual Funds	—	—	$6K	0.6%
Macquarie Mid Cap Growth Fund Class R6 Mutual Fund	Other securities	—	—	$5K	0.5%
Goldman Sachs Small Cap Value Insights Fund Institutional Class Mutual Fund	Other securities	—	—	$5K	0.5%
Vanguard Mid-Cap Index Fund Admiral Shares Mutual Fund	Common Collective Trusts	—	—	$4K	0.4%
Schwab Treasury Inflation Protected Securities Index Fund Mutual Fund	U.S. Treasuries	—	—	$4K	0.4%
MFS International Growth Fund Class R6 Mutual Fund	Mutual Funds	—	—	$3K	0.3%
Vanguard Explorer Fund Admiral Shares Mutual Fund	Mutual Funds	—	—	$3K	0.3%
Vanguard Short-Term Federal Fund Admiral Shares Mutual Fund 123 Voya Intermediate Bond Fund Class I Mutual Fund 893 Nuveen Lifecycle Index 2040 Fund R6 Class Mutual Fund	Mutual Funds	—	—	$2K	0.2%
Fidelity Small Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$2K	0.2%
Nuveen Lifecycle Index 2050 Fund R6 Class Mutual Fund	Mutual Funds	—	—	$1K	0.1%