Heritage Tractor 401(k) Plan
Sponsored by Heritage Tractor, Inc. · EIN 481194280 · Plan #001 · Baldwin City, KS
- Total assets
- $61.4M
- Net assets
- $61.4M
- Active participants
- 687
- With balances
- 762
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 |
|---|---|---|
| Mariner, Llc CRD 140195 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Mariner, Llc | Investment advisory (plan) | $53,535 |
| The Vanguard Group | Recordkeeping fees | $51,614 |
| Erisa Services Midwest Llc | Contract administrator | $28,164 |
| Erisa Services Of Alabama | Contract administrator | $13,993 |