Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.
Compliance & integrity
100
Total plan cost
n/a
Plan health
38
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HERITAGE BANK & TRUST.
Plan sponsor
Name
HERITAGE BANK & TRUST
EIN
20-2248294
Address
217 SOUTH JAMES CAMPBELL BLVD. · COLUMBIA, TN · 38401
