Sponsor portfolio
FIRST HERITAGE FINANCIAL SERVICES, LLC
EIN 47-2900270Finance and InsuranceLatest filing 2024
Plans
1
Retirement
1
$119K assets
Welfare
0
Participants
2
1511 N W SHORE BLVD STE 1100 - TAMPA, FL 33607727-409-4000
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 | |
|---|---|---|---|---|---|---|
| 001 | FIRST HERITAGE FINANCIAL SERVICES LLC 401K | 401k | $119K | 2 | 2024 |
Retirement plans