Heritage Properties, Inc. 401(k) Plan: Login, Facts & Contact Information
Heritage Properties, Inc. 401(k) Login
38 former Heritage Properties, Inc. employees still have money in this plan.
Retirement plan providers can change. This information is from the plan's 2024 filing.
Heritage Properties, Inc. 401(k) Plan Facts
Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 15, 2025. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2024
- $720,617 went into the plan in contributions, $203,606 of it from the employer (28%).
- $633,865 was paid out to participants.
- Investment and other income added $495,945.
- Administrative expenses were $26,711, about $175 per account.
How the Heritage Properties, Inc. 401(k) changed, 2019–2024
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2019 | 305 | $2.49 million | $145,256 | $410,246 |
| 2020 | 315 | $3.09 million | $148,602 | $237,331 |
| 2021 | 330 | $3.85 million | $166,032 | $228,328 |
| 2022 | 313 | $3.44 million | $175,935 | $369,661 |
| 2023 | 244 | $4.38 million | $168,128 | $281,888 |
| 2024 | 235 | $4.90 million | $203,606 | $633,865 |
Heritage Properties, Inc. 401(k) Contact Information
Questions about the Heritage Properties, Inc. 401(k)
Does Heritage Properties, Inc contribute to the 401(k)?
Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $203,606, 28% of all contributions.
Does the Heritage Properties, Inc 401(k) have automatic enrollment?
No. The plan does not report automatic enrollment; employees enroll themselves.
How many people are in the Heritage Properties, Inc 401(k) plan?
235 participants at the start of plan year 2024, 178 of them active employees, and 38 former employees who still had money in the plan.
What is the average 401(k) balance at Heritage Properties, Inc?
About $32,005 per account: $4.90 million in plan assets across 153 accounts with a balance at the end of plan year 2024.
Who manages the Heritage Properties, Inc 401(k) accounts?
EPIC Retirement Plan Services is the plan's recordkeeper, which is where participants log in to see their balance.
I no longer work at Heritage Properties, Inc. How do I access my 401(k)?
Your account stays with EPIC Retirement Plan Services 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.