HERITAGE GROUP HOMES 403(B) PLAN

[ EIN: 95-4351979 | Plan No. 001 ]

According to Department of Labor Form 5500 data, HERITAGE GROUP HOMES, INC. sponsors HERITAGE GROUP HOMES 403(B) PLAN, categorized as a 403(b) Annuity plan. The filing shows 29 participants and total assets of $738,661 for the plan year 2024.

403(b) Annuity plans are subject to ERISA disclosure requirements and annual reporting obligations.

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Plan Sponsor: HERITAGE GROUP HOMES, INC.

Location: PO BOX 8400, LA VERNE, CA 91750

EIN: 954351979

Plan Number: 001

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 403(b) Annuity

Participants: 29

Total Assets: $738,661

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