RENEWAL BY ANDERSEN CASH BALANCE PLAN

[ EIN: 01-0795076 | Plan No. 003 ]

The RENEWAL BY ANDERSEN CASH BALANCE PLAN plan, sponsored by HERITAGE INSTALLATIONS I, LLC DBA RENEWAL BY ANDERSEN, is listed in Form 5500 data as a Defined Benefit plan. The filing reports 79 participants and total assets of $522,833 for plan year 2023.

Form 5500 filings provide transparency into participant counts, financial structure, and compliance reporting.

Plan Sponsor: HERITAGE INSTALLATIONS I, LLC DBA RENEWAL BY ANDERSEN

Location: 13200 O'BANNON STATION WAY, LOUISVILLE, KY 40223

EIN: 010795076

Plan Number: 003

Plan Year: 2023

Plan Size: Small Plan

Plan Entity Type: Defined Benefit

Plan Type: Defined Benefit

Participants: 79

Total Assets: $522,833