The Heritage Automotive Group, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: The Heritage Automotive Group, INC. (EIN 030284529)
  • Plan Type: 401(k)
  • Total Participants: 315
  • Total Assets: $24.8M
  • Sponsor State: VT

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2024315$24.8M$729,074$1.4M
2023358$23.7M$689,684$1.4M
2022358$20.1M$694,754$1.4M

Service Providers

  • A.M. PEISCH & COMPANY, LLP — Accountant / Independent Qualified Public Accountant

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