Heritage Hr Llc 401(k) Plan (terminated 2024): Login, Facts & Contact Information
This plan was terminated. Its final Form 5500 covers plan year 2024, when $10.3 million was transferred out of the plan. Assets moved to the EXCELWISE POOLED EMPLOYER PLAN (sponsored by ADMINISTRATIVE GROUP, LLC DBA TRANSAMERICA FIDUCIARY SERVICES). If you had an account, your balance was transferred or paid out; Beagle can help you find where it went.
Heritage Hr Llc 401(k) Login
Retirement plan providers can change. This information is from the plan's 2024 filing.
Heritage Hr Llc 401(k) Plan Facts (plan year 2024)
Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Aug 28, 2025. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2024
- $1.68 million went into the plan in contributions, $545,935 of it from the employer (33%).
- $1.25 million was paid out to participants.
- Investment and other income added $1.30 million.
How the Heritage Hr Llc 401(k) changed, 2019–2024
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2019 | 648 | $4.99 million | $383,766 | $679,359 |
| 2020 | 736 | $5.76 million | $371,992 | $788,717 |
| 2021 | 710 | $7.24 million | $345,444 | $656,329 |
| 2022 | 895 | $6.69 million | $431,900 | $856,264 |
| 2023 | 964 | $8.67 million | $499,169 | $730,498 |
| 2024 (final) | 1,042 | $0 | $545,935 | $1.25 million |
Heritage Hr Llc 401(k) Contact Information
Questions about the Heritage Hr Llc 401(k)
Is the Heritage Hr Llc 401(k) plan still active?
No. The plan's final Form 5500 was filed for plan year 2024. Its assets were transferred to the EXCELWISE POOLED EMPLOYER PLAN.
Does Heritage Hr Llc contribute to the 401(k)?
The plan does not report an employer matching arrangement on its Form 5500. It did report $545,935 in employer contributions for plan year 2024.
Does the Heritage Hr Llc 401(k) have automatic enrollment?
No. The plan does not report automatic enrollment; employees enroll themselves.
How many people are in the Heritage Hr Llc 401(k) plan?
1,042 participants at the start of plan year 2024.
Who manages the Heritage Hr Llc 401(k) accounts?
Newport (an Ascensus company) (listed on the filing as NEWPORT GROUP, INC.) is the plan's recordkeeper, which is where participants log in to see their balance.