HERITAGE PENSION
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
49
Active participants
17,926
Total plan assets
$402.1M
Filings (rows)
49
Direct comp
$1.3M
Indirect comp
$90K
Aggregating 3 name variants under "HERITAGE PENSION"
SERVICES PROVIDED
TPA / Administrator32
Recordkeeper13
Other4
Top plans served
All 49 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| TRIBORO ADMINISTRATIVE SERVICES, LLC RENDR CARE PHYSICIANS 401(K) PLAN | NEW YORK, NY | Recordkeeper TPA AND RECORDKEEPER | 1,351 | $36.1M | $59K |
| NEW YORK LEGAL ASSISTANCE GROUP NEW YORK LEGAL ASSISTANCE GROUP SAVINGS PLAN | NEW YORK, NY | TPA / Administrator THIRD PARTY ADMINISTRATO | 375 | $34.7M | $0 |
| NEW YORK LEGAL ASSISTANCE GROUP NEW YORK LEGAL ASSISTANCE GROUP SAVINGS PLAN | NEW YORK, NY | TPA / Administrator THIRD PARTY ADMINISTRATO | 336 | $27.7M | $0 |
| TRIBORO ADMINISTRATIVE SERVICES, LLC RENDR CARE PHYSICIANS 401(K) PLAN | NEW YORK, NY | Recordkeeper TPA AND RECORDKEEPER | 1,209 | $21.9M | $24K |
| NEW YORK LEGAL ASSISTANCE GROUP NEW YORK LEGAL ASSISTANCE GROUP SAVINGS PLAN | NEW YORK, NY | TPA / Administrator THIRD PARTY ADMINISTRATO | 348 | $21.2M | $0 |
| QOSINA CORP. QOSINA CORP. 401(K) PLAN | RONKONKOMA, NY | TPA / Administrator THIRD PARTY ADMINISTRATO | 135 | $16.2M | $0 |
| URBAN RESOURCE INSTITUTE URI EMPLOYEE'S RETIREMENT PENSION PLAN | NEW YORK, NY | TPA / Administrator THIRD PARTY ADMIN. | 415 | $13.6M | $0 |
| DEVINEY CONSTRUCTION COMPANY, INC. DEVINEY CONSTRUCTION COMPANY, INC. RETIREMENT PLAN AND TRUST | RAYMOND, MS | TPA / Administrator TPA | 242 | $13.2M | $46K |
| DEVINEY CONSTRUCTION COMPANY, INC. DEVINEY CONSTRUCTION COMPANY, INC. RETIREMENT PLAN AND TRUST | RAYMOND, MS | TPA / Administrator TPA | 205 | $12.9M | $53K |
| SUFFOLK RESTORATIVE THERAPY & NURSING LLC EMPLOYEES 401(K) RETIREMENT PLAN | GLEN COVE, NY | TPA / Administrator CONTRACT ADMINISTRATOR | 1,028 | $12.5M | $26K |
| WELCH SENIOR LIVING, LLC WELCH SENIOR LIVING, LLC SAVINGS PLAN | ROCKLAND, MA | Recordkeeper RECORDKEEPER, TPA | 487 | $12.3M | $87K |
| BANE CONCORD MASTER, LLC BANE CONCORD 401(K) PLAN | BRAINTREE, MA | Recordkeeper TPA AND RECORDKEEPER | 713 | $11.4M | $82K |
| DEVINEY CONSTRUCTION COMPANY, INC. DEVINEY CONSTRUCTION COMPANY, INC. RETIREMENT PLAN AND TRUST | RAYMOND, MS | TPA / Administrator TPA | 164 | $11.4M | $48K |
| WELCH SENIOR LIVING, LLC WELCH SENIOR LIVING, LLC SAVINGS PLAN | ROCKLAND, MA | Recordkeeper RECORDKEEPER, TPA | 411 | $11.3M | $76K |
| HUDSON NEWS DISTRIBUTORS, LLC HUDSON NEWS GROUP RETIREMENT PLAN | TEANECK, NJ | TPA / Administrator THIRD PARTY ADMINISTRATO | 590 | $10.9M | — |
| HUDSON NEWS DISTRIBUTORS, LLC HUDSON NEWS GROUP RETIREMENT PLAN | TEANECK, NJ | TPA / Administrator THIRD PARTY ADMINISTRATO | 682 | $10.8M | $0 |
| BANE CONCORD MASTER, LLC BANE CONCORD 401(K) PLAN | BRAINTREE, MA | Recordkeeper TPA AND RECORDKEEPER | 581 | $10.6M | $70K |
| WELCH SENIOR LIVING, LLC WELCH SENIOR LIVING, LLC SAVINGS PLAN | NORWELL, MA | Recordkeeper RECORDKEEPER, TPA | 425 | $10.2M | $78K |
| HUDSON NEWS DISTRIBUTORS, LLC HUDSON NEWS GROUP RETIREMENT PLAN | TEANECK, NJ | TPA / Administrator THIRD PARTY ADMINISTRATO | 741 | $10.0M | $0 |
| BANE CONCORD MASTER, LLC BANE CONCORD 401(K) PLAN | BRAINTREE, MA | Recordkeeper TPA AND RECORDKEEPER | 567 | $9.8M | $73K |
| SUFFOLK RESTORATIVE THERAPY & NURSING LLC EMPLOYEES 401(K) RETIREMENT PLAN | GLEN COVE, NY | TPA / Administrator CONTRACT ADMINISTRATOR | 873 | $9.6M | $18K |
| LEGACY PROPERTY GROUP, LLC LEGACY 401(K) RETIREMENT PLAN | ATLANTA, GA | Recordkeeper RECORDKEEPER, TPA | 534 | $9.5M | $39K |
| LEGACY PROPERTY GROUP, LLC LEGACY 401(K) RETIREMENT PLAN | ATLANTA, GA | Recordkeeper RECORDKEEPER, TPA | 548 | $7.6M | $56K |
| TRIBORO ADMINISTRATIVE SERVICES, LLC RENDR CARE PHYSICIANS 401(K) PLAN | NEW YORK, NY | Recordkeeper TPA AND RECORDKEEPER | 655 | $7.0M | $10K |
| SUFFOLK RESTORATIVE THERAPY & NURSING LLC EMPLOYEES 401(K) RETIREMENT PLAN | GLEN COVE, NY | TPA / Administrator CONTRACT ADMINISTRATOR | 646 | $5.9M | $14K |
| LEGACY PROPERTY GROUP, LLC LEGACY 401(K) RETIREMENT PLAN | ATLANTA, GA | Recordkeeper RECORDKEEPER, TPA | 447 | $5.8M | $31K |
| SOUTHERN ELECTRIC CORPORATION OF MISSISSIPPI SOUTHERN ELECTRIC CORPORATION 401(K) PROFIT SHARING PLAN | FLOWOOD, MS | TPA / Administrator TPA | 763 | $4.0M | $23K |
| SS INDUSTRIES HOLDINGS INC SS INDUSTRIES HOLDINGS INC RETIREMENT SAVINGS PLAN | COLLEGEVILLE, PA | TPA / Administrator THIRD PARTY ADMINISTRATO | 144 | $3.3M | $0 |
| LAUREL MACHINE & FOUNDRY COMPANY LAUREL MACHINE & FOUNDRY COMPANY 401(K) PROFIT SHARING PLAN | LAUREL, MS | Other NONE | 84 | $2.9M | $12K |
| SYSTEMS AUTOMOTIVE INTERIORS, LLC 401K EMPLOYEE RETIREMENT PLAN | MANTACHIE, MS | TPA / Administrator THIRD PARTY ADMINISTRATO | 125 | $2.3M | $22K |
| JACKSON EXCAVATING & LEASING COMPANY, INC. DBA BAKER SERVICES INC. BAKER SERVICES RETIREMENT PLAN AND TRUST | RAYMOND, MS | TPA / Administrator TPA | 95 | $2.3M | $21K |
| JACKSON EXCAVATING & LEASING COMPANY, INC. DBA BAKER SERVICES INC. BAKER SERVICES RETIREMENT PLAN AND TRUST | RAYMOND, MS | TPA / Administrator TPA | 94 | $2.3M | $26K |
| THE MARWIN COMPANY, INC. THE MARWIN COMPANY RETIREMENT SAVINGS PLAN | WEST COLUMBIA, SC | TPA / Administrator THIRD PARTY ADMINISTRATO | 326 | $2.1M | $0 |
| MID-DELTA HEALTH SYSTEMS, INC. 401K EMPLOYEE RETIREMENT PLAN | BELZONI, MS | TPA / Administrator TPA | 125 | $2.1M | $17K |
| MID-DELTA HEALTH SYSTEMS, INC. 401K EMPLOYEE RETIREMENT PLAN | BELZONI, MS | TPA / Administrator TPA | 117 | $1.9M | $17K |
| SYSTEMS AUTOMOTIVE INTERIORS, LLC 401K EMPLOYEE RETIREMENT PLAN | MANTACHIE, MS | TPA / Administrator THIRD PARTY ADMINISTRATO | 121 | $1.9M | $20K |
| FLEXSHOPPER, LLC FLEXSHOPPER, LLC 401(K) PLAN | BOCA RATON, FL | TPA / Administrator TPA / SERVICE PROVIDER | 111 | $1.8M | $0 |
| JACKSON MEDICAL MALL FOUNDATION JACKSON MEDICAL MALL FOUNDATION 403(B) PLAN | JACKSON, MS | Recordkeeper RECORDKEEPER | 109 | $1.7M | $11K |
| WARMKRAFT, INC. WARMKRAFT, INC. PROFIT SHARING PLAN | TAYLORSVILLE, MS | TPA / Administrator TPA | 104 | $1.5M | $14K |
| SYSTEMS AUTOMOTIVE INTERIORS, LLC 401K EMPLOYEE RETIREMENT PLAN | MANTACHIE, MS | TPA / Administrator THIRD PARTY ADMINISTRATO | 114 | $1.5M | $29K |
| MCH TRANSPORTATION CO. MCH TRANSPORTATION CO. SALARY SAVINGS PLAN | JACKSON, MS | TPA / Administrator TPA | 115 | $1.5M | $8K |
| WARMKRAFT, INC. WARMKRAFT, INC. PROFIT SHARING PLAN | TAYLORSVILLE, MS | TPA / Administrator TPA | 72 | $1.2M | $18K |
| SIMMONS FARM RAISED CATFISH, INC. SIMMONS FARM RAISED CATFISH, INC. 401(K) PLAN | YAZOO CITY, MS | TPA / Administrator TPA | 148 | $1.1M | $12K |
| SIMMONS FARM RAISED CATFISH, INC. SIMMONS FARM RAISED CATFISH, INC. 401(K) PLAN | YAZOO CITY, MS | TPA / Administrator TPA | 171 | $951K | $10K |
| ADVOCATE HEALTHCARE, LLC ADVOCATE HEALTHCARE 401(K) PLAN | EAST BOSTON, MA | Other NONE | 176 | $949K | $8K |
| IMS LOGISTICS, LLC IMS LOGISTICS 401(K) EMPLOYEE RETIREMENT PLAN | CANTON, MS | TPA / Administrator TPA | 104 | $837K | $8K |
| SOUTHERN ELECTRIC CORPORATION OF MISSISSIPPI SOUTHERN ELECTRIC CORPORATION 401(K) PROFIT SHARING PLAN | FLOWOOD, MS | TPA / Administrator TPA | 0 | $8K | $20K |
| FAIRHAVEN HEALTHCARE CENTER, INC. FAIRHAVEN HEALTHCARE CENTER, INC. GROUP SAVINGS PLAN | FOXBOROUGH, MA | Other NONE | 0 | $0 | $91K |
| NEWSCRED INC. NEWSCRED INC. 401(K) PLAN | NEW YORK, NY | Other OTHER SERVICES | 0 | $0 | $7K |