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Heritage Management Services 401k
Heritage Management Services, Omaha NE. Employer ID 202471508, plan number 001. Annual reports on file for 2009 to 2015.
Where the money went
- Filed 2009-2015Heritage Management Services 401k, Heritage Management Services
- 2015Assets transferred to Heritage Hr LLC 401(k) Profit Sharing Plan
- 2024Assets transferred to Excelwise Pooled Employer Plan
- TodayExcelwise Pooled Employer Plan still files. Transamerica Retirement Solutions keeps the records. That is where to ask.
Records are kept by Transamerica Retirement Solutions, per the 2024 filing.
Worked here?
Check your years. We show whether the plan merged or moved money while you were there, and draft the letter to the plan that holds it now.
Events in the filings
- 2015: The plan filed its last report: it ended, merged into another plan, or paid everyone out.
- 2015: The employer decided to close the plan.
People in the plan
"Left, still in the plan" counts people who left the employer but still have a benefit in the plan, as reported by the plan.
| Plan year | Participants | Left, still in the plan | Source |
|---|---|---|---|
| 2009 | 8 | — | Filing |
| 2010 | 10 | — | Filing |
| 2011 | 10 | — | Filing |
| 2012 | 14 | — | Filing |
| 2013 | 15 | — | Filing |
| 2014 | 15 | — | Filing |
| 2015 | 0 | — | Filing |
Source: U.S. Department of Labor Form 5500 filings. Plan-level facts only; no one's balance. Information only, not legal advice.