How big is Heritage Place, Inc.'s plan?

Heritage Place, Inc.'s plan reported $701K in assets and 7 participants for 2024.

Original filing (PDF)20250424091639NAL0004581763001

Heritage Place, Inc.

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

Form 5500-SF

FILING_RECEIVED

Heritage Place 401(k)

401(k) retirement plan · Heritage Place, Inc.'s Heritage Place 401(k) held $701K in plan assets for 7 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$701K

Net assets (EOY)

$701K

People on this filing

Spence Kidney signed Heritage Place, Inc.'s 2024 Form 5500 as plan administrator.

Spence Kidney — 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 Place, Inc.'s EIN is 73-1024592.

EIN 73-1024592

Plan number 001

Plan year 2024

ACK ID 20250424091639NAL0004581763001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Heritage Place, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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