Heritage Bank, Inc. 401(k) Plan
Sponsored by Heritage Bank, Inc. · EIN 611174806 · Plan #001
- Total assets
- $19.4M
- Net assets
- $19.4M
- Active participants
- 231
- With balances
- 248
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 |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | 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 | $27,769 |
| Global Retirement Partners Llc | Investment advisory (plan) | $25,841 |
| Dean Dorton Allen Ford Pllc | Accounting | $12,000 |
| Benefit Plans Plus, Llc | Contract administrator | $11,414 |