Heritage Operations Group, Llc 401(k) Plan: Login, Facts & Contact Information
Heritage Operations Group, Llc 401(k) Login
423 former Heritage Operations Group, Llc employees still have money in this plan.
Retirement plan providers can change. This information is from the plan's 2024 filing.
Heritage Operations Group, Llc 401(k) Plan Facts
Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Sep 17, 2025. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2024
- $1.34 million went into the plan in contributions, $38,115 of it from the employer (3%).
- $5.94 million was paid out to participants.
- Investment and other income added $2.36 million.
- Administrative expenses were $176,477, about $194 per account.
How the Heritage Operations Group, Llc 401(k) changed, 2019–2024
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2019 | 2,635 | $28.4 million | $71,044 | $2.70 million |
| 2020 | 2,773 | $32.6 million | $88,471 | $2.74 million |
| 2021 | 2,743 | $35.9 million | $90,968 | $4.33 million |
| 2022 | 2,674 | $28.5 million | $91,430 | $6.01 million |
| 2023 | 2,575 | $23.3 million | $62,534 | $11.5 million |
| 2024 | 1,211 | $20.8 million | $38,115 | $5.94 million |
Heritage Operations Group, Llc 401(k) Contact Information
Questions about the Heritage Operations Group, Llc 401(k)
Does Heritage Operations Group, Llc contribute to the 401(k)?
Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $38,115, 3% of all contributions.
Does the Heritage Operations Group, Llc 401(k) have automatic enrollment?
Yes. The plan reports automatic enrollment of eligible employees.
How many people are in the Heritage Operations Group, Llc 401(k) plan?
1,211 participants at the start of plan year 2024, 567 of them active employees, and 423 former employees who still had money in the plan.
What is the average 401(k) balance at Heritage Operations Group, Llc?
About $22,850 per account: $20.8 million in plan assets across 912 accounts with a balance at the end of plan year 2024.
Who manages the Heritage Operations Group, Llc 401(k) accounts?
Empower (listed on the filing as EMPOWER ANNUITY INS CO OF AMERICA) is the plan's recordkeeper, which is where participants log in to see their balance.
I no longer work at Heritage Operations Group, Llc. How do I access my 401(k)?
Your account stays with Empower 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.