Heritage Family Funeral Services 401(k) Plan
Sponsored by Heritage Operating Llc · EIN 824968837 · Plan #101
- Total assets
- $7.7M
- Net assets
- $7.7M
- Active participants
- 360
- With balances
- 194
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 |
|---|---|---|
| Coulter And Justus Pc | Other fees | $12,000 |
| Voya Retirement Insurance & Annuity | Recordkeeping fees | $0 |