Heritage Institutional Services

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

417

Total plan assets

$30.4M

Filings (rows)

Direct comp

$57K

Indirect comp

Showing only "HERITAGE INSTITUTIONAL SERVICES"

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HERITAGE INSTITUTIONAL5 HERITAGE INSTITUTIONAL SERVICES3

SERVICES PROVIDED

Advisor / Consultant3

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Wheeler Brothers Grain Company, LLC Savings Incentive Plan for Employees of Wheeler Brothers Grain Company, LLC · all filings	WATONGA, OK	Advisor / Consultant	198	$14.0M	$18K	$0
Elmer Smith Oil Company Elmer Smith Oil Co., Inc. Employees' Profit Sharing Plan · all filings	CLINTON, OK	Advisor / Consultant	144	$12.1M	$30K	$0
Telecommunication Support Services, Inc. TSS 401(k) Plan · all filings	MELBOURNE, FL	Advisor / Consultant	75	$4.3M	$9K	$0