Heritage Financial Group, Inc. 401(k) Plan And Trust
Sponsored by Heritage Financial Group, Inc. · EIN 351517239 · Plan #001
- Total assets
- $20.5M
- Net assets
- $20.5M
- Active participants
- 93
- With balances
- 112
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Benefit Plan Plus | Other fees | $16,035 |
| Kruggel Lawton Cpa | Other fees | $9,525 |
| Lake City Bank | Other fees | $0 |
| Voya Retirement Insurance And Annui | Other insurance wrap fees | $0 |