P 401(k) Plan Report

Stable plan record

HERITAGE HOME SERVICES, LLC 401(K) PLAN

Sponsored by HERITAGE HOME SERVICES, LLC DBA COLDWELL BANKER HERITAGE REALTORS · EIN/PN 311766849-001

Selected filing history

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

Employer money per active participant
2025
$1,801
Administrative cost per participant
2025
Not reported
Active participants
2025
86
Total plan assets
2025
$6,638,775
Participant loans as a share of assets
2025
0.1%
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260311105049NAL000520688000186$1,801
Public filing identifier

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