Plan Snapshot
- Plan Sponsor: Heritage Management Group, INC.
- Sponsor EIN: 200309849
- Sponsor Address: 2580 EXECUTIVE ROAD, WINTER HAVEN, FL, 33884
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 518
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
| 2024 | 518 | $0 | $0 | $0 |
| 2023 | 475 | $0 | $0 | $0 |
| 2022 | 445 | $0 | $0 | $0 |