Heritage Operations Group, Llc Retirement Savings Plan
Sponsored by Heritage Operations Group, Llc · EIN 203902357 · Plan #001
- Total assets
- $20.8M
- Net assets
- $20.8M
- Active participants
- 567
- With balances
- 912
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 |
|---|---|---|
| Mma Securities Llc CRD 44254 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Ins Co Of America | Recordkeeping fees | $73,803 |
| Mma Securities Llc | Investment advisory (plan) | $32,500 |