Heritage Institutional — 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 Institutional 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 $24,456 and reported indirect compensation totals $35,933.
Reported compensation summary
- Reported direct compensation
- $24,456
- Reported indirect compensation
- $35,933
- Total reported compensation
- $60,389
- 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 |
|---|---|---|---|
| Brookshire Holdings, Inc. | TX | 1 | $35,933 |
| Nbc Corp. Of Oklahoma Inc. | OK | 1 | $24,456 |
State footprint
Plans reporting Heritage Institutional are sponsored in OK (1), TX (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Brookshire Holdings, Inc. | Brookshire'S Employee Stock Ownership And 401(K) Plan | 2023 | $0 | $35,933 |
| Nbc Corp. Of Oklahoma Inc. | Nbc Profit Sharing / 401(K) Plan | 2023 | $24,456 | not reported in the loaded dataset |