Heritage Financial Credit Union Capital Accumulation Plan
Sponsored by Heritage Financial Credit Union · EIN 141348251 · Plan #011
- Total assets
- $7.4M
- Net assets
- $7.4M
- Active participants
- 127
- With balances
- 138
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Participant loan processing | $48,266 |
| Resources Investment Advisors | Investment advisory (plan), Other fees | $0 |
| Pasi Llc | Contract administrator, Other fees, Other services | $0 |