Heritage Hr LLC 401(k) Profit Sharing Plan
Heritage Hr LLC, Omaha NE. Employer ID 274058667, plan number 001. Annual reports on file for 2011 to 2024.
Where the money went
Plans that moved money into this one:
- 2015: money from Heritage Management Services 401k moved in.
- Filed 2011-2024Heritage Hr LLC 401(k) Profit Sharing Plan, Heritage Hr LLC
- 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
- 2024: The plan filed its last report: it ended, merged into another plan, or paid everyone out.
- 2024: At least a quarter of the plan's money moved to another plan this year, usually in a merger or company split.
- 2024: 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 |
|---|---|---|---|
| 2013 | 234 | 23 | Filing |
| 2014 | 247 | 27 | Filing |
| 2015 | 488 | 37 | Filing |
| 2016 | 550 | 75 | Filing |
| 2017 | 638 | 127 | Filing |
| 2018 | 648 | 74 | Filing |
| 2019 | 736 | 87 | Filing |
| 2020 | 710 | 93 | Filing |
| 2021 | 705 | 110 | Filing |
| 2022 | 855 | 116 | Filing |
| 2023 | 1,055 | 112 | Filing |
| 2024 | 0 | 0 | Filing |
Source: U.S. Department of Labor Form 5500 filings. Plan-level facts only; no one's balance. Information only, not legal advice.