Heritage Financial Services — Form 5500 Schedule C service provider compensation
Reported service provider summary
According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Heritage Financial Services is reported as a service provider on 2 loaded Form 5500 filing(s) across 2 plan sponsor(s) and 2 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $16,707 and reported indirect compensation totals not reported in the loaded dataset.
Reported compensation summary
- Reported direct compensation
- $16,707
- Reported indirect compensation
- not reported in the loaded dataset
- Total reported compensation
- $16,707
- Filings
- 2
- Plan sponsors
- 2
- Plans
- 2
- Latest filing year
- 2023
Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.
Top plan sponsors by reported compensation
| Sponsor | State | Plans | Reported compensation |
|---|---|---|---|
| The Mathworks, Inc. | MA | 1 | $9,051 |
| The Charles Schwab Corporation | TX | 1 | $7,656 |
State footprint
Plans reporting Heritage Financial Services are sponsored in MA (1), TX (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| The Mathworks, Inc. | The Mathworks 401(K) Retirement Plan | 2023 | $9,051 | not reported in the loaded dataset |
| The Charles Schwab Corporation | Schwabplan Retirement Savings And Investment Plan | 2023 | $7,656 | not reported in the loaded dataset |