HERITAGE FAMILY FEDERAL CREDIT UNION 401(K) PLAN

[ EIN: 03-0214269 | Plan No. 001 ]

According to Department of Labor Form 5500 data, HERITAGE FAMILY FEDERAL CREDIT UNION sponsors HERITAGE FAMILY FEDERAL CREDIT UNION 401(K) PLAN, categorized as a 401(k) plan. The filing shows 204 participants and total assets of $15,160,014 for the plan year 2023.

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

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Plan Sponsor: HERITAGE FAMILY FEDERAL CREDIT UNION

Location: 30 ALLEN ST., RUTLAND, VT 05701

EIN: 030214269

Plan Number: 001

Plan Year: 2023

Plan Size: Large Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 204

Total Assets: $15,160,014

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