Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
HEALTHCARE RESOURCE GROUP, INC. D/B/A HERITAGE PROPERTIES
EIN 04-3168124Real Estate and Rental and LeasingLatest filing 2025
Plans
2
Retirement
2
$1.2M assets
Welfare
0
Participants
14
490B BOSTON POST ROAD, SUITE 202 - SUDBURY, MA 01776978-443-4642
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.2M assets / 14 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
HERITAGE PROPERTIES 401(K) PLAN
401k
Assets$613K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
HERITAGE PROPERTIES CASH BALANCE PLAN
CashBalance
Assets$572K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | HERITAGE PROPERTIES 401(K) PLAN | 401k | $613K | 8 | 2025 | |
| 002 | HERITAGE PROPERTIES CASH BALANCE PLAN | CashBalance | $572K | 6 | 2024 |
Retirement plans