Heritage Capital Corporation 401(k) Plan: Login, Facts & Contact Information
Heritage Capital Corporation 401(k) Login
330 former Heritage Capital Corporation employees still have money in this plan.
Retirement plan providers can change. This information is from the plan's 2024 filing.
Heritage Capital Corporation 401(k) Plan Facts
Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 9, 2025. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2024
- $5.07 million went into the plan in contributions.
- $2.67 million was paid out to participants.
- Investment and other income added $6.89 million.
- Administrative expenses were $19,113, about $18 per account.
How the Heritage Capital Corporation 401(k) changed, 2019–2024
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2019 | 740 | $28.3 million | $0 | $1.04 million |
| 2020 | 776 | $34.8 million | $0 | $956,827 |
| 2021 | 817 | $42.6 million | $0 | $797,344 |
| 2022 | 900 | $37.8 million | $0 | $2.25 million |
| 2023 | 965 | $46.9 million | $0 | $2.37 million |
| 2024 | 1,046 | $56.1 million | $0 | $2.67 million |
Heritage Capital Corporation 401(k) Contact Information
Questions about the Heritage Capital Corporation 401(k)
Does Heritage Capital Corporation contribute to the 401(k)?
Yes. The plan reports an employer contribution arrangement.
Does the Heritage Capital Corporation 401(k) have automatic enrollment?
Yes. The plan reports automatic enrollment of eligible employees.
How many people are in the Heritage Capital Corporation 401(k) plan?
1,046 participants at the start of plan year 2024, 783 of them active employees, and 330 former employees who still had money in the plan.
What is the average 401(k) balance at Heritage Capital Corporation?
About $54,294 per account: $56.1 million in plan assets across 1,034 accounts with a balance at the end of plan year 2024.
Who manages the Heritage Capital Corporation 401(k) accounts?
Fidelity NetBenefits (listed on the filing as FIDELITY INVESTMENTS INSTITUTIONAL) is the plan's recordkeeper, which is where participants log in to see their balance.
I no longer work at Heritage Capital Corporation. How do I access my 401(k)?
Your account stays with Fidelity NetBenefits after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.