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

Heritage Ford, Inc.'s plan reported $3.6M in assets and 42 participants for 2024.

Original filing (PDF)20250701173408NAL0012346321001

Heritage Ford, Inc.

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

Form 5500-SF

FILING_RECEIVED

Heritage Ford, Inc. Retirement Savings Plan

401(k) retirement plan · Heritage Ford, Inc.'s Heritage Ford, Inc. Retirement Savings Plan held $3.6M in plan assets for 42 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.6M

Net assets (EOY)

$3.6M

People on this filing

Nick Rice signed Heritage Ford, Inc.'s 2024 Form 5500 as plan administrator.

Nick Rice — 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 Ford, Inc.'s EIN is 94-2787691.

EIN 94-2787691

Plan number 001

Plan year 2024

ACK ID 20250701173408NAL0012346321001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Heritage Ford, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 FORD, INC..

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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