The Heritage Village 401(k) Profit Sharing Plan
Sponsored by Heritage Ministries Charitable Care Network, Inc. · EIN 261454957 · Plan #002
- Total assets
- $15.6M
- Net assets
- $15.6M
- Active participants
- 699
- With balances
- 975
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 |
|---|---|---|
| Courier Capital, Llc CRD 282485 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Definiti Llc | Recordkeeping fees, Direct payment from the plan | $110,403 |
| Courier Capital Llc | Investment advisory (participants), Investment advisory (plan), Direct payment from the plan | $52,192 |
| Northwest Bank | Custodial (securities), Direct payment from the plan | $4,591 |