Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
HERITAGE BANCSHARES GROUP, INC.
EIN 41-1768838financial servicesLatest filing 2024
Plans
2
Retirement
2
$20.8M assets
Welfare
0
Participants
290
310 1ST STREET S - WILLMAR, MN 56201605-789-8976heritagebancshares.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $20.8M assets / 290 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 BANCSHARES GROUP, INC. 401(K) RETIREMENT PLAN
401k
Assets$12.3M
Participants137
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
HERITAGE BANCSHARES GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST
ESOP
Assets$8.5M
Participants153
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 BANCSHARES GROUP, INC. 401(K) RETIREMENT PLAN | 401k | $12.3M | 137 | 2024 | |
| 002 | HERITAGE BANCSHARES GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST | ESOP | $8.5M | 153 | 2024 |
Retirement plans