HERITAGE INVESTMENT GROUP
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
9
Active participants
106,049
Total plan assets
$49.0B
Filings (rows)
9
Direct comp
$127K
Indirect comp
$0
SERVICES PROVIDED
Other7
Advisor / Consultant2
Top plans served
All 9 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| UNITED AIRLINES, INC. UNITED AIRLINES PILOT RETIREMENT ACCOUNT PLAN | CHICAGO, IL | Advisor / Consultant INVESTMENT ADVISOR | 17,444 | $16.8B | $21K |
| UNITED AIRLINES, INC. UNITED AIRLINES PILOT RETIREMENT ACCOUNT PLAN | CHICAGO, IL | Advisor / Consultant INVESTMENT ADVISOR | 16,617 | $14.4B | $18K |
| UNITED AIRLINES, INC. UNITED AIRLINES PILOT RETIREMENT ACCOUNT PLAN | CHICAGO, IL | Other NONE | 14,959 | $11.8B | $19K |
| AMERITEAM SERVICES, LLC TEAMHEALTH 401(K) PLAN | KNOXVILLE, TN | Other NONE | 18,577 | $1.8B | $8K |
| AMERITEAM SERVICES, LLC TEAMHEALTH 401(K) PLAN | KNOXVILLE, TN | Other NONE | 18,477 | $1.6B | $7K |
| AMERITEAM SERVICES, LLC TEAMHEALTH 401(K) PLAN | KNOXVILLE, TN | Other NONE | 17,415 | $1.3B | $7K |
| NCCI HOLDINGS, INC. NCCI HOLDINGS, INC. 401(K) SAVINGS PLAN | BOCA RATON, FL | Other NONE | 848 | $505.8M | $17K |
| NCCI HOLDINGS, INC. NCCI HOLDINGS, INC. 401(K) SAVINGS PLAN | BOCA RATON, FL | Other NONE | 859 | $443.4M | $14K |
| NCCI HOLDINGS, INC. NCCI HOLDINGS, INC. 401(K) SAVINGS PLAN | BOCA RATON, FL | Other NONE | 853 | $369.2M | $14K |