HERITAGE ADMINISTRATIVE

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

1,945

Total plan assets

$328.9M

Filings (rows)

Direct comp

$84K

Indirect comp

$50K

Aggregating 3 name variants under "HERITAGE ADMINISTRATIVE"

HERITAGE ADMINISTRATIVE SERVICES LL9 HERITAGE ADMINISTRATIVE SERVICES3 HERITAGE ADMINISTRATIVE SERVICES L1

SERVICES PROVIDED

TPA / Administrator11

Other2

Top plans served

All 13 plans

Sponsor / Plan	Location	Service	Participants	Assets	Direct comp
MORRIS JAMES LLP MORRIS JAMES LLP RETIREMENT PLAN	WILMINGTON, DE	TPA / Administrator TPA	162	$69.0M	$19K
MORRIS JAMES LLP MORRIS JAMES LLP RETIREMENT PLAN	WILMINGTON, DE	TPA / Administrator TPA	160	$61.0M	$38K
MORRIS JAMES LLP MORRIS JAMES LLP RETIREMENT PLAN