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Heritage Management Services 401(k) plans

1 retirement plan filed by Heritage Management Services from 2009 to 2015: 1 moved its money into another plan.

Worked at Heritage Management Services?

Enter your years. We show which plan covered you, where its money went, who to call, and draft a free letter to the plan. No Social Security number.

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Its plans

Questions

What happened to Heritage Management Services's older plans?

The Heritage Management Services 401k: In 2015, its money moved into the Heritage Hr LLC 401(k) Profit Sharing Plan. Accounts move with the money, so ask the plan that received it.

What kinds of retirement plans did Heritage Management Services have?

Its filings show 401(k) plans, filed 2009 to 2015.

Sources: 7 annual reports filed with the U.S. Department of Labor (Form 5500), 2009 to 2015; recordkeepers from each plan's latest service-provider schedule; phone numbers from each company's own site. Employer IDs: 20-2471508. Updated with each data release. How we search. Plan facts only, no one's balance. No referral fees, no affiliate money. Attovar is not part of Heritage Management Services or the government.

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