Heritage Products Inc. Retirement Savings Plan
Sponsored by Heritage Products Inc. · EIN 363603927 · Plan #001
- Total assets
- $7.5M
- Net assets
- $7.5M
- Active participants
- 149
- With balances
- 111
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 |
|---|---|---|
| Usi Advisors, Inc. CRD 108113 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Usi Advisors | Investment advisory (participants), Investment advisory (plan), Investment management | $19,026 |
| American United Life Insurance Co | Recordkeeping, Participant loan processing, Direct payment from the plan | $2,927 |