United Heritage Financial Group 401(k) Plan
Sponsored by United Heritage Financial Group · EIN 820464401 · Plan #002
- Total assets
- $39.5M
- Net assets
- $39.5M
- Active participants
- 132
- With balances
- 202
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 |
|---|---|---|
| The Ameriflex Group, Inc. CRD 305585 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ameritas Life Insurance Corporation | Recordkeeping, Recordkeeping fees, Direct payment from the plan | $71,838 |
| The Ameriflex Group | Investment advisory (participants), Direct payment from the plan | $38,055 |