# Heritage Management Group, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/heritage-management-group-inc-200309849-501

> Heritage Management Group, INC.'s Health & Welfare plan: 518 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Heritage Management Group, INC.

- **Sponsor EIN:** 200309849

- **Sponsor Address:** 2580 EXECUTIVE ROAD, WINTER HAVEN, FL, 33884

- **Plan Type:** Health & Welfare

- **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|

## Similar Plans

- [The Suddath Companies](https://planprovider.pro/companies/the-suddath-companies-591786274-501) — 1,715 participants

- [Quality Carriers, INC.](https://planprovider.pro/companies/quality-carriers-inc-362590063-501) — 1,503 participants

- [Linde](https://planprovider.pro/companies/linde-401k-plan) — 1,491 participants

- [Landstar System Holdings, INC.](https://planprovider.pro/companies/landstar-system-holdings-inc-061245498-512) — 1,333 participants

- [Townley Engineering And Manufacturing Company, INC.](https://planprovider.pro/companies/townley-engineering-and-manufacturing-company-inc-401k-plan) — 297 participants

- [Walpole, INC.](https://planprovider.pro/companies/walpole-inc-401k-plan) — 290 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/heritage-management-group-inc-200309849-501)

© 2026 PlanProvider.Pro