Robert M Congdon signed Heritage Financial Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Heritage Financial Group, Inc.'s EIN is 35-1517239.
Download the official 2024 Form 5500 (PDF) for Heritage Financial Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Heritage Financial Group, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE AND ANNUI | 71-0294708 | — | SERVICE PROVIDER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KRUGGEL LAWTON CPA | 35-1307701 | — | SERVICE PROVIDER | $10K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| JP Morgan Large Cap Growth Fund R6 # | Other securities | — | — | $5.0M | 24.5% | |
| MYCOMPASS IND MOD 2045 FD R VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Common Collective Trust | — | — | $3.2M | 15.5% | |
| Fidelity 500 Index Fund # | Common Collective Trusts | — | — | $2.4M | 11.8% | |
| MYCOMPASS IND MOD RET FD R VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Common Collective Trust | — | — | $1.7M | 8.3% | |
| MYCOMPASS IND MOD 2035 FD R VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Common Collective Trust | — | — | $1.6M | 8.0% | |
| Fidelity Small Cap Index Fund # | Common Collective Trusts | — | — | $1.1M | 5.3% | |
| Vanguard Equity Income Fund Adm # | Mutual Funds | — | — | $878K | 4.3% | |
| American Century Mid Cap Value Fund R64 # | Other securities | — | — | $792K | 3.9% | |
| Vanguard Intermediate Term Bond Index Fund Adm # | Common Collective Trusts | — | — | $710K | 3.5% | |
| Janus Henderson Global Equity Inc Fund N # | Mutual Funds | — | — | $633K | 3.1% | |
| Fidelity Mid Cap Index Fund # | Common Collective Trusts | — | — | $632K | 3.1% | |
| Voya Intermediate Bond Fund R6 # | Other securities | — | — | $312K | 1.5% | |
| MYCOMPASS IND MOD 2055 FD R VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Common Collective Trust | — | — | $297K | 1.4% | |
| Vanguard Emerging Markets Stk Ind Fund Adm # | Mutual Funds | — | — | $245K | 1.2% | |
| DFA Commodity Strategy Port Inst # | Mutual Funds | — | — | $140K | 0.7% | |
| DFA Inflation Protection Securities Port Inst # 899 DFA Real Estate Secs Port Inst # | Mutual Funds | — | — | $115K | 0.6% | |
| Vanguard High-Yield Corp Fund Adm # | Mutual Funds | — | — | $84K | 0.4% | |
| Vanguard Total Int Stock Index Fund # | Common Collective Trusts | — | — | $80K | 0.4% | |
| Voya Fixed Account # | Other securities | — | — | $54K | 0.3% | |
| Vanguard Balanced Index Fund # | Common Collective Trusts | — | — | $39K | 0.2% | |
| JP Morgan U.S. Research Enhance Equity R6 # | Other securities | — | — | $37K | 0.2% | |
| Carillon Eagle Mid Cap Growth Fund # | Other securities | — | — | $32K | 0.2% | |
| Vanguard Explorer Fund Adm # | Mutual Funds | — | — | $32K | 0.2% | |
| American Funds New Perspective R6 # | Mutual Funds | — | — | $32K | 0.2% | |
| MYCOMPASS IND AGG 2045 FD R VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Common Collective Trust | — | — | $20K | <0.1% | |
| MYCOMPASS IND CNS RET FD R VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Common Collective Trust | — | — | $17K | <0.1% | |
| Voya Gv Money Market Fund A # | Cash / Money Market | — | — | $13K | <0.1% | |
| DFA US Targeted Value Port Inst # | Mutual Funds | — | — | $11K | <0.1% | |
| PGIM Global Total Return Fund # | Other securities | — | — | $9K | <0.1% | |
| MYCOMPASS IND MOD 2065 FD R VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Common Collective Trust | — | — | $7K | <0.1% | |
| MYCOMPASS IND CNS 2055 F R VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Common Collective Trust | — | — | $545 | <0.1% | |
| MYCOMPASS IND MOD 2025 FD R VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFIT PLAN PLUS | 43-1829594 | — | SERVICE PROVIDER | $16K | — |
| LAKE CITY BANK | 35-0458180 | — | SERVICE PROVIDER | $0 | — |
