Heritage Pension Advisors, Inc. — 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 Pension Advisors, Inc. is reported as a service provider on 3 loaded Form 5500 filing(s) across 3 plan sponsor(s) and 3 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $74,171 and reported indirect compensation totals $8,458.
Reported compensation summary
- Reported direct compensation
- $74,171
- Reported indirect compensation
- $8,458
- Total reported compensation
- $82,629
- Filings
- 3
- Plan sponsors
- 3
- Plans
- 3
- 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 |
|---|---|---|---|
| Legacy Property Group, LLC | GA | 1 | $56,093 |
| Suffolk Restorative Therapy & Nursing LLC | NY | 1 | $18,078 |
| The Marwin Company, Inc. | SC | 1 | $8,458 |
State footprint
Plans reporting Heritage Pension Advisors, Inc. are sponsored in GA (1), NY (1), SC (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Legacy Property Group, LLC | Legacy 401(K) Retirement Plan | 2023 | $56,093 | not reported in the loaded dataset |
| Suffolk Restorative Therapy & Nursing LLC | Employees 401(K) Retirement Plan | 2023 | $18,078 | not reported in the loaded dataset |
| The Marwin Company, Inc. | The Marwin Company Retirement Savings Plan | 2023 | $0 | $8,458 |
Related Form 5500 pages
- Legacy 401(K) Retirement Plan (plan 001)
- Legacy Property Group, LLC — all reported plans
- Employees 401(K) Retirement Plan (plan 001)
- Suffolk Restorative Therapy & Nursing LLC — all reported plans
- The Marwin Company Retirement Savings Plan (plan 001)
- The Marwin Company, Inc. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources