The Heritage Foundation 401(k) Plan: Login, Facts & Contact Information
The Heritage Foundation 401(k) Login
200 former The Heritage Foundation employees still have money in this plan.
Retirement plan providers can change. This information is from the plan's 2024 filing.
The Heritage Foundation 401(k) Plan Facts
Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Feb 24, 2026. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2024
- $3.09 million went into the plan in contributions.
- $2.31 million was paid out to participants.
- Investment and other income added $3.52 million.
- Administrative expenses were $69,074, about $163 per account.
The Heritage Foundation 401(k) Contact Information
Questions about the The Heritage Foundation 401(k)
Does The Heritage Foundation contribute to the 401(k)?
The plan does not report an employer matching arrangement on its Form 5500.
Does the The Heritage Foundation 401(k) have automatic enrollment?
No. The plan does not report automatic enrollment; employees enroll themselves.
How many people are in the The Heritage Foundation 401(k) plan?
510 participants at the start of plan year 2024, 298 of them active employees, and 200 former employees who still had money in the plan.
What is the average 401(k) balance at The Heritage Foundation?
About $85,655 per account: $36.3 million in plan assets across 424 accounts with a balance at the end of plan year 2024.
Who manages the The Heritage Foundation 401(k) accounts?
SENTINEL BENEFITS GROUP, LLC is the plan's recordkeeper, which is where participants log in to see their balance.
I no longer work at The Heritage Foundation. How do I access my 401(k)?
Your account stays with SENTINEL BENEFITS GROUP, LLC 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.