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Heritage Community Initiatives 401(k) Profit Sharing Plan & Trust

Heritage Community Initiatives, Braddock PA. Employer ID 251442838, plan number 001. Annual reports on file for 2011 to 2023.

Where the money went

  1. Filed 2011-2023Heritage Community Initiatives 401(k) Profit Sharing Plan & Trust, Heritage Community Initiatives
  2. 2023Assets transferred to Hb 3(38) Pooled Employer Plan
  3. TodayHb 3(38) Pooled Employer Plan still files. Newport Group, Inc. keeps the records. That is where to ask.

Records are kept by Newport Group, Inc., 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.

Check my years

Events in the filings

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 yearParticipantsLeft, still in the planSource
201283—Filing
201369—Filing
201481—Filing
201576—Filing
201677—Filing
201750—Filing
201850—Filing
201946—Filing
202041—Filing
202137—Filing
202244—Filing
20230—Filing

Source: U.S. Department of Labor Form 5500 filings. Plan-level facts only; no one's balance. Information only, not legal advice.