Heritage Foundation 401(k) match, vesting and fees
What Heritage Foundation's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Sentinel Benefits Group, LLC | Schedule C ↗ |
| Independent auditor | Snyder Cohn, PC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 9,213 defined-contribution plans in professional, scientific, and technical services with 100 to 499 participants.
| Heritage Foundation: employer contribution per participant | — | |
| Peer median | $2,521 |
| Heritage Foundation: average balance | $85,655 | |
| Peer median | $75,833 |
| Heritage Foundation: admin expenses ÷ assets | 0.20% | |
| Peer median | 0.27% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets were $36.3M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 502 | $36.3M | — | — | 0.20% | Not published | Form 5500 ↗ |
Other Heritage Foundation plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
The Heritage Foundation Retirement Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Sentinel Benefits Group, LLC | Schedule C ↗ |
| Independent auditor | Snyder Cohn, PC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Profit-sharing · Active | Form 5500 ↗ |
Common questions
Does Heritage Foundation match 401(k) contributions?
The match terms for the The Heritage Foundation 403(b) Plan have not been published from its filing yet.
When is the Heritage Foundation 401(k) match vested?
The vesting schedule for the The Heritage Foundation 403(b) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Heritage Foundation 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Sentinel Benefits Group, LLC. The plan administrator is The Heritage Foundation.
I left Heritage Foundation. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (The Heritage Foundation, (202) 546-4400) or the recordkeeper, Sentinel Benefits Group, LLC. The Heritage Foundation old 401(k) page lists the contacts from every plan filing. Find an old Heritage Foundation 401(k)
Data from the public Form 5500 annual reports Heritage Foundation filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Heritage Foundation. Not financial advice. Report a correction · Methodology