Heritage Hr Llc 401(k) Profit Sharing Plan
Sponsored by Heritage Hr Llc · EIN 274058667 · Plan #001
- Total assets
- $0
- Net assets
- $0
- Active participants
- 0
- With balances
- 0
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 |
|---|---|---|
| Newport Group, Inc. | Contract administrator, Recordkeeping, Trustee (institutional) | $42,825 |
| Bam Advisor Services | Investment advisory (participants), Investment advisory (plan) | $29,603 |
| Newport Trust Company | Trustee (institutional) | $5,534 |