How big is Heritage Properties' plan?

Heritage Properties' plan reported $451K in assets and 39 participants for 2024.

Original filing (PDF)20251001085736NAL0005838275001

Heritage Properties

Name: Heritage Properties — Heritage Properties 401(k), Form 5500 (2024)
Creator: Heritage Properties
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Heritage Properties 401(k) Plan

401(k) retirement plan · Heritage Properties' Heritage Properties 401(k) Plan held $451K in plan assets for 39 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$451K

Net assets (EOY)

$451K

People on this filing

Todd Whittaker signed Heritage Properties' 2024 Form 5500 as plan administrator.

Todd Whittaker — 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 Properties' EIN is 61-1704037.

EIN 61-1704037

Plan number 001

Plan year 2024

ACK ID 20251001085736NAL0005838275001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Heritage Properties' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 PROPERTIES.

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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