AUMdb

Heritage Bancshares Group, Inc. Employee Stock Ownership Plan And Trust

Sponsored by Heritage Bancshares Group, Inc. · EIN 411768838 · Plan #002

Total assets
$8.5M
Net assets
$7.9M
Active participants
78
With balances
153

Plan year beginning 01/01/2024

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).

No Schedule C on file for this plan year.