The Heritage 401(k) Retirement Plan
Sponsored by San Francisco Ladies' Protection And Relief Society · EIN 941156611 · Plan #009
- Total assets
- $5.0M
- Net assets
- $5.0M
- Active participants
- 46
- With balances
- 138
Plan year beginning 01/01/2024 · 401(k)
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 |
|---|---|---|
| Empower Annuity Insurance Co. | Recordkeeping fees | $3,734 |