Heritage Federal Credit Union 401(k) Plan
Sponsored by Heritage Federal Credit Union · EIN 351155006 · Plan #033
- Total assets
- $20.0M
- Net assets
- $20.0M
- Active participants
- 200
- With balances
- 251
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 |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $57,644 |
| Compensation Systems Inc | Contract administrator, Direct payment from the plan, Other services | $16,622 |
| Global Retirement Partners Llc | Investment advisory (plan), Other fees | $0 |