The Heritage Foundation Retirement Plan
Sponsored by The Heritage Foundation · EIN 237327730 · Plan #001
- Total assets
- $38.1M
- Net assets
- $38.1M
- Active participants
- 326
- With balances
- 598
Plan year beginning 01/01/2024 · Age/service weighted or new comparability, Profit-sharing, ERISA 404(c) participant-directed
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 |
|---|---|---|
| Sentinel Benefits Group, Llc | Recordkeeping | $53,457 |