Heritage Financial Corporation 401(k) Profit Sharing Plan And Trust
Sponsored by Heritage Financial Corporation · EIN 911857900 · Plan #003
- Total assets
- $112M
- Net assets
- $112M
- Active participants
- 758
- With balances
- 892
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 |
|---|---|---|
| Rbs Wealth Management, Llc CRD 336536 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Northwest Plan Services | Participant loan processing, Direct payment from the plan, Recordkeeping fees | $77,818 |
| Rbc Wealth Management | Investment advisory (plan), Investment advisory (participants), Direct payment from the plan | $75,000 |
| Matrix Trust | Custodial (securities) | $36,000 |