How big is Heritage Building Group LLC's plan?

Heritage Building Group LLC's plan reported $570K in assets and 14 participants for 2024.

Original filing (PDF)20250605092143NAL0011408657001

Heritage Building Group LLC

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

Form 5500-SF

FILING_RECEIVED

Heritage Building Group LLC 401(k) Savings Plan

401(k) retirement plan · Heritage Building Group LLC's Heritage Building Group LLC 401(k) Savings Plan held $570K in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$570K

Net assets (EOY)

$570K

People on this filing

Michael COON signed Heritage Building Group LLC's 2024 Form 5500 as plan administrator.

Michael COON — 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 Building Group LLC's EIN is 47-4475665.

EIN 47-4475665

Plan number 001

Plan year 2024

ACK ID 20250605092143NAL0011408657001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Heritage Building Group LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 BUILDING GROUP 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