Heritage Management Services I

Tracey M Barnes signed Heritage Management Services I's 2024 Form 5500 as plan administrator.

• Tracey M Barnes — Plan Administrator — Form 5500 signer

Signer names are public record from the Form 5500 e-signature.

Heritage Management Services I's EIN is 47-2333718.

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

Heritage Management Services I's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).