Heritage's Dairy Stores, Inc. 401(k) Salary Reduction Plan & Trust
Sponsored by Heritage's Dairy Stores, Inc. · EIN 210717632 · Plan #001
- Total assets
- $6.7M
- Net assets
- $6.7M
- Active participants
- 135
- With balances
- 154
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 |
|---|---|---|
| Summit Group Retirement Planners, Inc. CRD 169823 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Summit Group Retirement Planners | Investment advisory (plan) | $20,198 |
| Fidelity Investments Institutional | Recordkeeping fees, Account maintenance fees | $18,727 |
| William E Howe | Accounting | $9,685 |