Original filing (PDF)20250805145335NAL0004744210001

HERITAGE GROUP HOMES, INC.

Name: HERITAGE GROUP HOMES, INC. — HERITAGE GROUP HOMES 403(B) PLAN, Form 5500 (2024)
Creator: HERITAGE GROUP HOMES, INC.

Form 5500-SF

FILING_RECEIVED

HERITAGE GROUP HOMES 403(B) PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$739K

Net assets (EOY)

$739K

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, INC..

Plan sponsor

Name

HERITAGE GROUP HOMES, INC.

EIN

95-4351979

Address

PO BOX 8400 · LA VERNE, CA · 91750

Phone

(909) 599-8222

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-05

Pension benefit codes

2M · 403(b)(7) custodial accounts

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

2G · Total participant-directed accounts

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

Small plans don't disclose service providers

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