Tim Washburn signed Heritage Bank, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Heritage Bank, Inc.'s EIN is 61-1174806.
Download the official 2024 Form 5500 (PDF) for Heritage Bank, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Heritage Bank, Inc.'s plan includes profit-sharing, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS CO. OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $28K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | — | SAN RAFAEL, CA | INVESTMENT ADVISOR | $26K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Janus Henderson Balanced N | Mutual Funds | — | — | $7.8M | 40.3% | |
| PRINCIPAL LIFE TIME HYBRID 2035 PRINCIPAL COLLECTIVE TRUST FUNDS · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $1.7M | 8.5% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $1.6M | 8.1% | |
| Fidelity Advisor Equity Growth Z | Mutual Funds | — | — | $1.5M | 7.9% | |
| PRINCIPAL LIFE TIME HYBRID 2045 PRINCIPAL COLLECTIVE TRUST FUNDS · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $990K | 5.1% | |
| PRINICPAL LIFE TIME HYBRID 2025 PRINCIPAL COLLECTIVE TRUST FUNDS · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $687K | 3.5% | |
| PRINICPAL LIFE TIME HYBRID 2050 PRINICPAL COLLECTIVE TRUST FUNDS · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $541K | 2.8% | |
| PRINCIPAL LIFE TIME HYBRID 2030 PRINCIPAL COLLECTIVE TRUST FUNDS · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $493K | 2.5% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $457K | 2.4% | |
| Carillon Eagle Mid Cap Growth R6 | Mutual Funds | — | — | $358K | 1.8% | |
| Vanguard Explorer Adm | Mutual Funds | — | — | $345K | 1.8% | |
| Pimco Income Instl | Mutual Funds | — | — | $333K | 1.7% | |
| Vanguard Mid Cap Index Fund-Admiral | Common Collective Trusts | — | — | $310K | 1.6% | |
| Contracts * Empower Annuity Insurance Company of America Guaranteed Interest Fund | Insurance Contracts | — | — | $262K | 1.4% | |
| JP Morgan Equity Income R6 | Other securities | — | — | $233K | 1.2% | |
| PRINCIPAL LIFE TIME HYBRID 2055 PRINCIPAL COLLECTIVE TRUST FUNDS · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $220K | 1.1% | |
| MFS Intl Diversification R6 | Mutual Funds | — | — | $219K | 1.1% | |
| Guggenheim Total Return Bond Instl | Other securities | — | — | $201K | 1.0% | |
| Fidelity Advisor Focused Emerging Market Z | Mutual Funds | — | — | $181K | 0.9% | |
| PRINCIPAL LIFE TIME HYBRID 2040 PRINCIPAL COLLECTIVE TRUST FUNDS · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $154K | 0.8% | |
| PGIM High-Yield R6 | Other securities | — | — | $125K | 0.6% | |
| PRINCIPAL LIFE TIME HYBRID 2060 PRINCIPAL COLLECTIVE TRUST FUNDS · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $115K | 0.6% | |
| PRINCIPAL LIFE TIME HYBRID 2020 PRINCIPAL COLLECTIVE TRUST FUNDS · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $113K | 0.6% | |
| Vanguard Financials Index Adm | Mutual Funds | — | — | $107K | 0.5% | |
| PRINCIPAL LIFE TIME HYBRID 2065 PRINCIPAL COLLECTIVE TRUST FUNDS · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $33K | 0.2% | |
| SMALL CAP VALUE FUND II GREAT GRAY · EIN 38-4126250 / PN 000 | Common Collective Trust | — | — | $32K | 0.2% | |
| Wells Fargo Real Return R6 | Other securities | — | — | $21K | 0.1% | |
| MID CAP VALUE FUND II CL GREAT GRAY · EIN 38-7312964 / PN 001 | Common Collective Trust | — | — | $9K | <0.1% | |
| PRINICPAL LIFE TIME HYBRID INCOME PRINCIPAL COLLECTIVE TRUST FUNDS · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $1K | <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 PLANS PLUS, LLC | — | ST. LOUIS, MO | CONTRACT ADMIN | $11K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DEAN DORTON ALLEN FORD PLLC | — | FORT WRIGHT, KY | AUDITOR | $12K | — |
