Heritage School Of Newnan Retirement Plan
Sponsored by The Heritage School, Inc. · EIN 581077670 · Plan #001
- Total assets
- $4.9M
- Net assets
- $4.9M
- Active participants
- 117
- With balances
- 133
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account
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, Participant loan processing, Direct payment from the plan | $8,701 |
| Lpl Financial Llc Rpcp | Investment advisory (plan), Direct payment from the plan | $5,242 |