Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
HERITAGE BENEFIT CONSULTANTS, INC.
EIN 06-0991349Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$976K assets
Welfare
0
Participants
9
680 MAIN STREET - WATERTOWN, CT 06795860-945-6043
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $976K assets / 9 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
HERITAGE BENEFIT CONSULTANTS, INC. RETIREMENT PLAN
401k
Assets$778K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
HERITAGE BENEFIT CONSULTANTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$199K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | HERITAGE BENEFIT CONSULTANTS, INC. RETIREMENT PLAN | 401k | $778K | 6 | 2025 | |
| 003 | HERITAGE BENEFIT CONSULTANTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $199K | 3 | 2025 |
Retirement plans