Original filing (PDF)20240426094836NAL0003828515001

HERITAGE GROUP HOMES

Name: HERITAGE GROUP HOMES — HERITAGE GROUP HOMES GCF BENEFIT PLAN, Form 5500 (2023)
Creator: HERITAGE GROUP HOMES

Form 5500-SF

FILING_RECEIVED

HERITAGE GROUP HOMES GCF BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

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 GROUP HOMES.

Plan sponsor

Name

HERITAGE GROUP HOMES

EIN

82-4735367

Address

390 BROGDON RD · SUWANEE, GA · 30024

Phone

(770) 861-1510

Industry

Information / Tech / Mediasee all

Plan administrator

Name

MORGAN LAW

EIN

83-1338063

City

ATLANTA, GA

Phone

(404) 223-2264

Plan characteristics

Plan number

501

Plan year

2023

Plan year begin

2023-04-01

Tax period

2023-09-30

Filed

2024-04-26

Welfare benefit codes

4A · Health (other than dental or vision)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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