Heritage Hall 403(b) Dc And Tda Plan
Sponsored by Heritage Hall · EIN 730783395 · Plan #001
- Total assets
- $29.3M
- Net assets
- $29.3M
- Active participants
- 182
- With balances
- 411
Plan year beginning 01/01/2024
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 |
|---|---|---|
| Two West Capital Advisors | Contract administrator | $48,196 |
| Tiaa | Contract administrator | $20,979 |
| Pentegra Services, Inc. | Plan administrator, Named fiduciary, Recordkeeping fees | $12,574 |