Original filing (PDF)20250422091504NAL0002205027001

HERITAGE 76 CORP.

Name: HERITAGE 76 CORP. — HERITAGE 76 CORP. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: HERITAGE 76 CORP.

Form 5500-SF

FILING_RECEIVED

HERITAGE 76 CORP. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HERITAGE 76 CORP..

Plan sponsor

Name

HERITAGE 76 CORP.

EIN

59-1655205

Address

840 US HWY 1, SUITE 405 · N. PALM BEACH, FL · 33408

Phone

(561) 622-7076

Industry

Constructionsee 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

2025-04-22

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2H · Partial participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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