Assets by plan
Share of aggregate retirement assets
Filings through .
Top hat
Heritage Bank of St. Tammany
EIN 72-0308220bankingLatest filing 2025
Plans
2
Retirement
2
$7.3M assets
Health & Benefits
0
Participants
57
205 N. COLUMBIA STREET - COVINGTON, LA 70433985-892-4565heritagebank.orgLinkedIn11-50 employeesbanking
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $7.3M assets / 57 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
HERITAGE BANK OF ST. TAMMANY 401(K) PLAN
401(k)
Assets$4.8M
Participants29
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003
HERITAGE BANK OF ST. TAMMANY EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$2.5M
Participants28
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | HERITAGE BANK OF ST. TAMMANY 401(K) PLAN | 401(k) | $4.8M | 29 | 2025 |
| #003 | HERITAGE BANK OF ST. TAMMANY EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $2.5M | 28 | 2025 |
- #002 · 401(k) · 202529
- #003 · ESOP · 202528
Retirement plans