Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
HERITAGE EXPOSITION SERVICES
EIN 43-1924020Arts, Entertainment, and RecreationLatest filing 2025
Plans
2
Retirement
2
$4.2M assets
Welfare
0
Participants
150
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.2M assets / 150 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 EXPOSITION SERVICES 401 K PROFIT SHARING PLAN AND TRUST
401k
Assets$3.4M
Participants80
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
HERITAGE EXPOSITION SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$723K
Participants70
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 EXPOSITION SERVICES 401 K PROFIT SHARING PLAN AND TRUST | 401k | $3.4M | 80 | 2025 | |
| 002 | HERITAGE EXPOSITION SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $723K | 70 | 2025 |
Retirement plans