Heritage Financial Consultants

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

553

Total plan assets

$12.5M

Filings (rows)

Direct comp

Indirect comp

Showing only "HERITAGE FINANCIAL CONSULTANTS"

View all 2 variants aggregated →

HERITAGE FINANCIAL SERVICES5 HERITAGE FINANCIAL CONSULTANTS2

SERVICES PROVIDED

Advisor / Consultant2

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Zentech Manufacturing, Inc. Zentech Manufacturing 401(k) Profit Sharing Plan & Trust · all filings	BALTIMORE, MD	Advisor / Consultant	302	$7.1M	$0	$0
Zentech Manufacturing, Inc. Zentech Manufacturing 401(k) Profit Sharing Plan & Trust · all filings	BALTIMORE, MD	Advisor / Consultant	251	$5.5M	$0	$0