Original filing (PDF)20251014161643NAL0003381377001

United Heritage Financial Group

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

Form 5500

FILING_RECEIVED

United Heritage Financial Group 401(k) Plan

401(k) retirement plan · United Heritage Financial Group's United Heritage Financial Group 401(k) Plan held $39.5M in plan assets for 132 participants in 2024, with Ameritas Life Insurance Corporation as recordkeeper.

Signals · 1

High average account balance

Active participants

132

Accounts w/ balance

202

Plan assets (EOY)

$39.5M

Net assets (EOY)

$39.5M

How this plan invests

This plan

38 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

High average account balance (96th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for UNITED HERITAGE FINANCIAL GROUP.

Plan sponsor

Name

UNITED HERITAGE FINANCIAL GROUP

EIN

82-0464401all filings

Address

707 EAST UNITED HERITAGE CT · MERIDIAN, ID · 836807777

Phone

(208) 493-6161

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

2S · Automatic enrollment

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
AMERITAS LIFE INSURANCE CORPORATION	47-0098400	—	BUNDLED RECORDKEEPER	$72K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
THE AMERIFLEX GROUP	84-2224681	—	INVESTMENT ADVISOR	$38K	—

Investments

38 direct securities· $39.8M(100% of reported assets)

Other securities

$15.3M

16 holdings

Mutual Funds

$15.1M

16 holdings

Common Collective Trusts

$5.3M

5 holdings

Stable Value

$4.0M

1 holding

					% of plan
Ameritas Guaranteed Investment Guaranteed Investment Contract N/A	Stable Value	—	—	$4.0M	10.2%
Vanguard 500 Index Admiral Shares Mutual Fund N/A	Common Collective Trusts	—	—	$3.2M	8.0%
Fidelity Advisor Technology Fund Mutual Fund N/A	Mutual Funds	—	—	$2.8M	7.2%
T. Rowe Price Retirement 2045 Mutual Fund N/A	Other securities	—	—	$2.5M	6.3%
T. Rowe Price Retirement 2025 Mutual Fund N/A	Other securities	—	—	$2.3M	5.8%
T. Rowe Price Retirement 2035 Mutual Fund N/A	Other securities	—	—	$1.8M	4.6%
Vanguard Growth Index Admiral Shares Mutual Fund N/A	Mutual Funds	—	—	$1.5M	3.9%
Vanguard Small Cap Value Index Admiral Mutual Fund N/A	Mutual Funds	—	—	$1.5M	3.8%
Vanguard Total Stock Market Index Admiral Mutual Fund N/A	Common Collective Trusts	—	—	$1.4M	3.6%
T. Rowe Price Retirement 2050 Mutual Fund N/A	Other securities	—	—	$1.4M	3.5%
JP Morgan Large Cap Growth fund Mutual Fund N/A	Other securities	—	—	$1.3M	3.3%
Vanguard Small Cap Index Admiral Mutual Fund N/A	Mutual Funds	—	—	$1.3M	3.3%
Vanguard Mid Cap Index Admiral Mutual Fund N/A	Mutual Funds	—	—	$1.3M	3.3%
T. Rowe Price Retirement 2040 Mutual Fund N/A	Other securities	—	—	$1.2M	3.1%
T. Rowe Price Retirement 2030 Mutual Fund N/A	Other securities	—	—	$1.2M	2.9%
Fidelity Advisor Balanced Fund,Class Z Mutual Fund N/A	Mutual Funds	—	—	$1.1M	2.8%
T. Rowe Price Overseas stock Fund Mutual Fund N/A	Other securities	—	—	$942K	2.4%
MFS MID CAP VALUE Fund Mutual Fund N/A	Mutual Funds	—	—	$933K	2.4%
Vanguard Value Index Admiral Shares Mutual Fund N/A	Mutual Funds	—	—	$932K	2.4%
JP Morgan Mid Cap Growth fund Mutual Fund N/A	Other securities	—	—	$824K	2.1%
Vanguard Total International Stock Index Mutual Fund N/A	Mutual Funds	—	—	$809K	2.0%
Vanguard Real Estate Index Admiral Mutual Fund N/A	Mutual Funds	—	—	$698K	1.8%
(e)	Other securities	—	$809K	$698K	1.8%
Vanguard Mid Cap Growth Index Admiral Mutual Fund N/A	Mutual Funds	—	—	$495K	1.3%
T. Rowe Price Retirement 2020 Mutual Fund N/A	Other securities	—	—	$447K	1.1%
Vanguard Federal Money Market Fund Money Market Mutual Fund N/A	Mutual Funds	—	—	$442K	1.1%
Vanguard Total World Stock Index Fund Mutual Fund N/A	Common Collective Trusts	—	—	$391K	1.0%
T. Rowe Price Retirement 2055 Mutual Fund N/A	Other securities	—	—	$366K	0.9%
Vanguard Small Cap Growth Index Admiral Mutual Fund N/A	Mutual Funds	—	—	$352K	0.9%
Vanguard Equity Inc Fund Admiral Shares Mutual Fund N/A	Mutual Funds	—	—	$343K	0.9%
Vanguard Inter - Ter M Bond index Fund Mutual Fund N/A	Common Collective Trusts	—	—	$329K	0.8%
Vanguard High- Yield Corporate Fund Mutual Fund N/A	Mutual Funds	—	—	$274K	0.7%
American Funds New World Fund Mutual Fund N/A	Mutual Funds	—	—	$239K	0.6%
T. Rowe Price Retirement 2060 Mutual Fund N/A	Other securities	—	—	$121K	0.3%
Calvert U.S. Lg Cap Core Resp Indx Fund Mutual Fund N/A	Other securities	—	—	$103K	0.3%
American Century Global Gold Fund Mutual Fund N/A	Other securities	—	—	$70K	0.2%
T. Rowe Price Retirement 2065 Mutual Fund N/A	Other securities	—	—	$28K	<0.1%
Ishares Russell 2000 Small-Cap Index Fund Mutual Fund N/A	Common Collective Trusts	—	—	$10K	<0.1%