Assets by plan
Share of aggregate retirement assets
Filings through .
Heritage Homes LLC
EIN 45-0443839constructionLatest filing 2025
Plans
2
Retirement
2
$5.2M assets
Health & Benefits
0
Participants
78
1815 38TH ST S - FARGO, ND 581034443701-281-7184heritagefargo.comLinkedIn11-50 employeesconstruction
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.2M assets / 78 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
HERITAGE HOMES 401(K) PLAN
401(k)
Assets$3.7M
Participants42
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
HERITAGE HOMES EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$1.5M
Participants36
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | HERITAGE HOMES 401(K) PLAN | 401(k) | $3.7M | 42 | 2025 |
| #002 | HERITAGE HOMES EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $1.5M | 36 | 2025 |
- #001 · 401(k) · 202542
- #002 · ESOP · 202536
Retirement plans