Heritage Homes Of Nebraska, Inc. Profit Sharing Plan
Sponsored by Heritage Homes Of Nebraska · EIN 470597251 · Plan #001 · Wayne, NE
- Total assets
- $9.4M
- Net assets
- $9.4M
- Active participants
- 118
- With balances
- 131
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Creative Planning, Inc. | Investment advisory (participants), Investment advisory (plan), Investment management | $34,860 |
| Tpp Retirement Plan Specialists | Recordkeeping | $17,169 |