Heritage Properties, Inc. Employee Retirement Plan
Sponsored by Heritage Properties, Inc. · EIN 640665203 · Plan #001
- Total assets
- $4.9M
- Net assets
- $4.9M
- Active participants
- 178
- With balances
- 153
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 |
|---|---|---|
| Bankplus Wealth Management, Llc CRD 152588 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Renasant Bank | Trustee (institutional), Investment advisory (plan) | $11,233 |
| Epic Retirement Plan Services | Recordkeeping, Participant loan processing, Participant communication | $9,176 |
| Bankplus Wealth Managment | Investment advisory (plan), Investment management, Direct payment from the plan | $8,980 |