# Heritage Properties, INC. 401(k) Plan
Source: https://planprovider.pro/companies/heritage-properties-inc-401k-plan

> Heritage Properties, INC.'s 401(k) plan: 178 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Heritage Properties, INC.

- **Sponsor EIN:** 640665203

- **Sponsor Address:** 116 ONE MADISON PLACE,, MADISON, MS, 39110

- **Plan Type:** 401(k)

- **Total Participants:** 178

- **Total Assets:** $4.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|178|$4.9M|$203,606|$517,011|

| 2023|193|$4.4M|$168,128|$523,436|

| 2022|189|$3.4M|$175,935|$459,522|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| MATTHEWS, CUTRER AND LINDSEY, P.A.|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$26,711|$8,980|—|—|—|

| 2023|$35,822|—|—|—|—|

| 2022|$59,303|—|—|—|—|

## Similar Plans

- [The Blackburn Group](https://planprovider.pro/companies/the-blackburn-group-401k-plan) — 159 participants

- [The Molpus Company](https://planprovider.pro/companies/the-molpus-company-401k-plan) — 110 participants

- [Thep Corp.](https://planprovider.pro/companies/thep-corp-401k-plan) — 8 participants

- [Mimery Incorporated](https://planprovider.pro/companies/mimery-incorporated-401k-plan) — 1 participants

- [Pqe, INC.](https://planprovider.pro/companies/pqe-inc-plan) — 1 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/heritage-properties-inc-401k-plan)

© 2026 PlanProvider.Pro