Heritage Family Funeral Services, Inc. 401(k) plans
2 retirement plans filed by Heritage Family Funeral Services, Inc. from 2009 to 2017: 2 moved their money into another plan.
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Its plans
Heritage Family Funeral Services, Inc. 401(k) Plan
401(k) · filed 2012 to 2017 · up to 219 people · employer ID 62-0910684, plan 101 · 16 who left still in the plan (2017)
In 2018, its money moved into the Heritage Family Funeral Services 401(k) Plan.
Records then: Transamerica, per the 2013 report.
Heritage Family Funeral Services, Inc. Retirement Plan
401(k) · filed in 2009 · up to 0 people · employer ID 62-0910684, plan 003
In 2009, its money moved into the 401(k) Advantage, LLC 401(k) Plan.
Records then: Newport Retirement Services, Inc., per the 2009 report.
Questions
What happened to Heritage Family Funeral Services, Inc.'s older plans?
The Heritage Family Funeral Services, Inc. 401(k) Plan: In 2018, its money moved into the Heritage Family Funeral Services 401(k) Plan. The Heritage Family Funeral Services, Inc. Retirement Plan: In 2009, its money moved into the 401(k) Advantage, LLC 401(k) Plan. Accounts move with the money, so ask the plan that received it.
What kinds of retirement plans did Heritage Family Funeral Services, Inc. have?
Its filings show 401(k) plans, filed 2009 to 2017.
Sources: 7 annual reports filed with the U.S. Department of Labor (Form 5500), 2009 to 2017; recordkeepers from each plan's latest service-provider schedule; phone numbers from each company's own site. Employer IDs: 62-0910684. 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 Family Funeral Services, Inc. or the government.