Heritage Capital, LLC — 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 Capital, LLC is reported as a service provider on 1 loaded Form 5500 filing(s) across 1 plan sponsor(s) and 1 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $11,743 and reported indirect compensation totals $0.
Reported compensation summary
- Reported direct compensation
- $11,743
- Reported indirect compensation
- $0
- Total reported compensation
- $11,743
- Filings
- 1
- Plan sponsors
- 1
- Plans
- 1
- 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 |
|---|---|---|---|
| Phreesia, Inc. | NC | 1 | $11,743 |
State footprint
Plans reporting Heritage Capital, LLC are sponsored in NC (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Phreesia, Inc. | Phreesia, Inc. 401(K) Plan | 2023 | $11,743 | $0 |