Heritage 401(k) Plan
Sponsored by Heritage Companies, Llc · EIN 854294289 · Plan #001 · Downey, CA
- Total assets
- $34.2M
- Net assets
- $34.2M
- Active participants
- 772
- With balances
- 336
Plan year beginning 04/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Fiduciary Experts Llc CRD 146721 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $23,851 |
| Fiduciary Experts Llc | Investment advisory (plan) | $15,000 |
| Frazer, Llp | Accounting | $5,000 |