Heritage Bancshares Group, Inc. 401(k) Retirement Plan
Sponsored by Heritage Bancshares Group, Inc. · EIN 411768838 · Plan #001
- Total assets
- $12.3M
- Net assets
- $12.3M
- Active participants
- 90
- With balances
- 132
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 |
|---|---|---|
| Impact Retirement Advisors, Llc CRD 330475 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Benefit Plan Admin Services | Consulting (pension), Investment advisory (plan), Investment management fees (direct) | $55,926 |
| Impact Retirement Advisors, Llc | Investment advisory (plan) | $15,361 |