Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
HERITAGE BANK OF ST. TAMMANY
EIN 72-0308220bankingLatest filing 2025
Plans
2
Retirement
2
$6.3M assets
Welfare
0
Participants
60
205 N. COLUMBIA STREET - COVINGTON, LA 70433985-892-4565heritagebank.orgLinkedIn11-50 employeesbanking
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.3M assets / 60 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#002
HERITAGE BANK OF ST. TAMMANY 401(K) PLAN
401k
Assets$4.8M
Participants29
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#003
HERITAGE BANK OF ST. TAMMANY EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$1.5M
Participants31
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | HERITAGE BANK OF ST. TAMMANY 401(K) PLAN | 401k | $4.8M | 29 | 2025 | |
| 003 | HERITAGE BANK OF ST. TAMMANY EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $1.5M | 31 | 2024 |
Retirement plans