HERITAGE MUTUAL INSURANCE ASSOCIATION 401(K) PLAN

[ EIN: 04-2025560 | Plan No. 001 ]

HERITAGE MUTUAL INSURANCE ASSOCIATION 401(K) PLAN is reported on Form 5500 as a 401(k) plan sponsored by HERITAGE MUTUAL INSURANCE ASSOCIATION. For the 2024 plan year, the plan had 19 participants and total assets of $507,268.

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

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Plan Sponsor: HERITAGE MUTUAL INSURANCE ASSOCIATION

Location: 162 W GILLET STREET, PRESTON, IA 52069

EIN: 042025560

Plan Number: 001

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 19

Total Assets: $507,268

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