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HERITAGE INSURANCE SERVICES

EIN 27-0564443-insurance-Latest filing 2024
Plans
1
Retirement
1
$1.5M assets
Welfare
0
Participants
53
5650 34TH AVE S, SUITE 200 - FARGO, ND 58104701-532-3131heritageinsservices.comLinkedIn11-50 employeesinsurance
Plans on this EIN
1 filing
#001401k-$1.5M - 53 part

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Retirement#001

HERITAGE INSURANCE SERVICES 401(K) PLAN

401k

Assets$1.5M
Participants53
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001HERITAGE INSURANCE SERVICES 401(K) PLAN401k$1.5M532024
Retirement plans
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