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Company Name: | HERITAGE FINANCIAL & INVESTMENT SERVICES |
Employer identification number (EIN): | 275022035 |
NAIC Classification: | 523900 |
The following addresses have been detected on the 401k submissions:
USA Location Address | |||||
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Date first seen: 2007-01-01 | |||||
Date last seen: 2024-03-31 | |||||
Plan id# | Plan Name | Plan Start Date | Plan Effective Date |
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501 | HERITAGE FINANCIAL & INVESTMENT SERVICES OFB BENEFIT PLAN | 2018-01-01 | 2018-05-01 |
001 | HERITAGE FINANCIAL & INVESTMENT SERVICES, LLC 401(K) PLAN | 2020-01-01 | 2012-01-01 |