Heritage & Est 401(k) Plan
Sponsored by Eastern Shore Transport, Llc · EIN 271322213 · Plan #001
- Total assets
- $8.7M
- Net assets
- $8.7M
- Active participants
- 108
- 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 |
|---|---|---|
| Srp Capital Advisors Llc CRD 289466 | fuzzy_auto · 95% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
| Blackrock Fund Advisors CRD 105247 | deterministic · 100% | 2024 |
| Fidelity Management & Research Company Llc CRD 108281 | fuzzy_auto · 95% | 2024 |
| J.P. Morgan Investment Management Inc. CRD 107038 | deterministic · 100% | 2024 |
| T. Rowe Price Associates, Inc. CRD 105496 | deterministic · 100% | 2024 |
| Invesco Advisers, Inc. CRD 105360 | deterministic · 100% | 2024 |
| Janus Henderson Investors Us Llc CRD 104652 | deterministic · 100% | 2024 |
| Massachusetts Financial Services Company CRD 110045 | deterministic · 100% | 2024 |
| American Century Investment Management Inc CRD 105778 | fuzzy_auto · 98% | 2024 |
| Blackrock Advisors, Llc CRD 106614 | deterministic · 100% | 2024 |
| Franklin Templeton Fund Adviser, Llc CRD 140432 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $16,294 |
| Lombard Securities Inc | Investment advisory (plan) | $11,832 |
| Reinsel Kuntz Lesher Llp | Accounting | $10,140 |
| Conrad M Siegel Inc | Contract administrator | $10,128 |
| Srs Capital Advisors | Investment advisory (plan) | $4,920 |
| Empower Advisory Group, Llc | Investment management | $2,766 |
| Blackrock Fund Advisors | Investment management, Investment management fees (indirect) | $0 |
| Fidelity Management & Research Comp | Investment management, Investment management fees (indirect) | $0 |
| J.P. Morgan Investment Management, | Investment management, Investment management fees (indirect) | $0 |
| T. Rowe Price Associates, Inc. | Investment management, Investment management fees (indirect) | $0 |
| Invesco Advisers, Inc. | Investment management, Investment management fees (indirect) | $0 |
| Janus Henderson Investors Us Llc | Investment management, Investment management fees (indirect) | $0 |
| Massachusetts Financial Services Co | Investment management, Investment management fees (indirect) | $0 |
| American Century Investment Managem | Investment management, Investment management fees (indirect) | $0 |
| Blackrock Advisors, Llc | Investment management, Investment management fees (indirect) | $0 |
| Franklin Templeton Fund Adviser, Ll | Investment management, Investment management fees (indirect) | $0 |