Original filing (PDF)20250715121113NAL0002892624001

HERITAGE BANK OF ST. TAMMANY

Name: HERITAGE BANK OF ST. TAMMANY — HERITAGE BANK OF ST. TAMMANY 401(K) PLAN, Form 5500 (2024)
Creator: HERITAGE BANK OF ST. TAMMANY

Form 5500

FILING_RECEIVED

HERITAGE BANK OF ST. TAMMANY 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

—

Net assets (EOY)

—

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

Top-tier plan health

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

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HERITAGE BANK OF ST. TAMMANY.

Plan sponsor

Name

HERITAGE BANK OF ST. TAMMANY

EIN

72-0308220

Address

205 N. COLUMBIA STREET · COVINGTON, LA · 70433

Phone

(985) 892-4565

Industry

Finance & Insurancesee all

Plan administrator

Name

PENTEGRA SERVICES INC.

EIN

13-3745616

City

WHITE PLAINS, NY

Phone

(866) 633-4015

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$1K	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
PENTEGRA SERVICES INC	—	WHITE PLAINS, NY	CONTRACT ADMIN	$225	—

Investments

1 pooled fund· $41K

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

			% of plan
RELIANCE METLIFE SERIES 25053 CL 0 RELIANCE TRUST CT OR SVF · EIN 58-1428634 / PN 013	Common Collective Trust	$41K	100.0%

1–1 of 1

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