P 401(k) Plan Report

Stable plan record

HERITAGE INSURANCE GROUP LLC

Sponsored by HERITAGE INSURANCE GROUP LLC DBA HERITAGE INSURANCE AND REAL ESTATE · EIN/PN 208121177-001

Selected filing history

These charts use the selected public filing for each year and keep unreported values blank.

Employer money per active participant
2025
$1,835
Administrative cost per participant
2025
$638
Active participants
2025
12
Total plan assets
2025
$508,837
Participant loans as a share of assets
2025
0.0%
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260310170341NAL000431030400112$1,835
Public filing identifier

The EIN and plan number are public filing identifiers. 401(k) Plan Report does not expose unrelated personal data.