Heritage Christian Services, Inc. Retirement Plan
Sponsored by Heritage Christian Services, Inc. · EIN 222334190 · Plan #001
- Total assets
- $37.0M
- Net assets
- $37.0M
- Active participants
- 2,505
- With balances
- 1,376
Plan year beginning 01/01/2024 · Profit-sharing, Total participant-directed account, Default investment account (QDIA)
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 |
|---|---|---|
| Burke Group | Trustee (institutional), Shareholder servicing fees, Direct payment from the plan | $176,132 |
| Newport Group, Inc. | Recordkeeping, Trustee (directed), Direct payment from the plan | $29,078 |