Heritage Insurance Holdings, Inc. Retirement Savings Plan
Sponsored by Heritage Insurance Holdings, Inc · EIN 455338504 · Plan #001
- Total assets
- $36.3M
- Net assets
- $36.3M
- Active participants
- 540
- With balances
- 680
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 |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morgan Stanley | Investment advisory (plan) | $84,242 |
| Empower Annuity Ins Co Of Amer | Recordkeeping fees, Investment management | $54,933 |
| Florida Retirement Consultants | Contract administrator | $29,728 |