Heritage Commerce Corp 401(k) Savings Plan
Sponsored by Heritage Commerce Corp · EIN 770469558 · Plan #003
- Total assets
- $87.1M
- Net assets
- $87.1M
- Active participants
- 343
- With balances
- 556
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 |
|---|---|---|
| Cbiz Investment Advisory Services, Llc CRD 286002 | fuzzy_auto · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cbiz Investment Advisory Services L | Investment advisory (plan) | $55,866 |
| Capital Group Retirement Plan Svcs. | Recordkeeping fees, Investment management fees (indirect), Sub-transfer agency fees | $37,461 |