Heritage Financial

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

108,516

Total plan assets

$26.8B

Filings (rows)

Direct comp

$45K

Indirect comp

Aggregating 2 name variants under "HERITAGE FINANCIAL"

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HERITAGE FINANCIAL SERVICES5 HERITAGE FINANCIAL CONSULTANTS2

SERVICES PROVIDED

Advisor / Consultant4

Other service providers3

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
The Charles Schwab Corporation Schwabplan Retirement Savings and Investment Plan · all filings	WESTLAKE, TX	Other service providers	32,145	$8.9B	$10K	$0
The Charles Schwab Corporation Schwabplan Retirement Savings and Investment Plan · all filings	WESTLAKE, TX	Advisor / Consultant	34,203	$8.0B	$8K	$0
The Charles Schwab Corporation Schwabplan Retirement Savings and Investment Plan · all filings	WESTLAKE, TX	Advisor / Consultant	33,913	$6.6B	$5K	$0
The Mathworks, Inc. The Mathworks 401(k) Retirement Plan · all filings	NATICK, MA	Other service providers	3,799	$1.8B	$13K	$0
The Mathworks, Inc. The Mathworks 401(k) Retirement Plan · all filings	NATICK, MA	Other service providers	3,903	$1.5B	$9K	$0
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