How big is Heritage SITE Development, Inc.'s plan?

Heritage SITE Development, Inc.'s plan reported $640K in assets and 55 participants for 2024.

Original filing (PDF)20250306145809NAL0010443729001

Heritage SITE Development, Inc.

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

Form 5500-SF

FILING_RECEIVED

Heritage SITE Development, Inc. 401(k) Plan

401(k) retirement plan · Heritage SITE Development, Inc.'s Heritage SITE Development, Inc. 401(k) Plan held $640K in plan assets for 55 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$640K

Net assets (EOY)

$640K

Plan identifiers

Heritage SITE Development, Inc.'s EIN is 54-1561133.

EIN 54-1561133

Plan number 001

Plan year 2024

ACK ID 20250306145809NAL0010443729001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Heritage SITE Development, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Heritage SITE Development, Inc.'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 SITE DEVELOPMENT, INC.

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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

Knocking points off