Heritage Investors

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

1,474

Total plan assets

$550.1M

Filings (rows)

Direct comp

$40K

Indirect comp

SERVICES PROVIDED

Investment manager3

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Roberts Oxygen Company, Inc. Roberts Oxygen Company, Inc. Profit Sharing Plan · all filings	ROCKVILLE, MD	Investment manager	516	$201.1M	$14K	$0
Roberts Oxygen Company, Inc. Roberts Oxygen Company, Inc. Profit Sharing Plan · all filings	ROCKVILLE, MD	Investment manager	498	$185.3M	$13K	$0
Roberts Oxygen Company, Inc. Roberts Oxygen Company, Inc. Profit Sharing Plan · all filings	ROCKVILLE, MD	Investment manager	460	$163.7M	$13K	$0