How big is Heritage Group Homes, Inc.'s plan?

Heritage Group Homes, Inc.'s plan reported $739K in assets and 12 participants for 2024.

Original filing (PDF)20250805145335NAL0004744210001

Heritage Group Homes, Inc.

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

Form 5500-SF

FILING_RECEIVED

Heritage Group Homes 403(b) Plan

403(b) retirement plan · Heritage Group Homes, Inc.'s Heritage Group Homes 403(b) Plan held $739K in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$739K

Net assets (EOY)

$739K

People on this filing

Sandi Heyer signed Heritage Group Homes, Inc.'s 2024 Form 5500 as plan administrator.

Sandi Heyer — 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 Group Homes, Inc.'s EIN is 95-4351979.

EIN 95-4351979

Plan number 001

Plan year 2024

ACK ID 20250805145335NAL0004744210001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Heritage Group Homes, Inc.'s plan includes 403(b) custodial accounts, ERISA 404(c) participant direction, 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

HERITAGE GROUP HOMES, INC.

EIN

all filings

Address

PO BOX 8400 · LA VERNE, CA · 91750

Phone

(909) 599-8222

Industry

Health Care & Social Assistance

Plan administrator