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
7
Active participants
108,516
Total plan assets
$26.8B
Filings (rows)
7
Direct comp
$45K
Indirect comp
$0
Aggregating 2 name variants under "HERITAGE FINANCIAL"
SERVICES PROVIDED
Advisor / Consultant4
Other3
Top plans served
All 7 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| THE CHARLES SCHWAB CORPORATION SCHWABPLAN RETIREMENT SAVINGS AND INVESTMENT PLAN | WESTLAKE, TX | Other NONE | 32,145 | $8.9B | $10K |
| THE CHARLES SCHWAB CORPORATION SCHWABPLAN RETIREMENT SAVINGS AND INVESTMENT PLAN | WESTLAKE, TX | Advisor / Consultant INVESTMENT ADVISOR | 34,203 | $8.0B | $8K |
| THE CHARLES SCHWAB CORPORATION SCHWABPLAN RETIREMENT SAVINGS AND INVESTMENT PLAN | WESTLAKE, TX | Advisor / Consultant INVESTMENT ADVISOR | 33,913 | $6.6B | $5K |
| THE MATHWORKS, INC. THE MATHWORKS 401(K) RETIREMENT PLAN | NATICK, MA | Other NONE | 3,799 | $1.8B | $13K |
| THE MATHWORKS, INC. THE MATHWORKS 401(K) RETIREMENT PLAN | NATICK, MA | Other NONE | 3,903 | $1.5B | $9K |
| ZENTECH MANUFACTURING, INC. ZENTECH MANUFACTURING 401(K) PROFIT SHARING PLAN & TRUST | BALTIMORE, MD | Advisor / Consultant ADVISOR | 302 | $7.1M | $0 |
| ZENTECH MANUFACTURING, INC. ZENTECH MANUFACTURING 401(K) PROFIT SHARING PLAN & TRUST | BALTIMORE, MD | Advisor / Consultant ADVISOR | 251 | $5.5M | $0 |