Sponsor portfolio
HERITAGE BANK
EIN 47-0098350financial servicesLatest filing 2025
Plans
1
Retirement
1
$8.5M assets
Welfare
0
Participants
91
1101 12TH STREET, PO BOX 329 - AURORA, NE 68818402-694-3136bankonheritage.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | HERITAGE BANK RETIREMENT PLAN | 401k | $8.5M | 91 | 2025 |
Retirement plans