Heritage Pension Advisors, 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 Pension Advisors, LLC is reported as a service provider on 6 loaded Form 5500 filing(s) across 6 plan sponsor(s) and 6 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $145,687 and reported indirect compensation totals not reported in the loaded dataset.
Reported compensation summary
- Reported direct compensation
- $145,687
- Reported indirect compensation
- not reported in the loaded dataset
- Total reported compensation
- $145,687
- Filings
- 6
- Plan sponsors
- 6
- Plans
- 6
- 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 |
|---|---|---|---|
| Deviney Construction Company, Inc. | MS | 1 | $52,910 |
| Jackson Excavating & Leasing Company, Inc. Dba Baker Services Inc. | MS | 1 | $26,037 |
| Systems Automotive Interiors, LLC | MS | 1 | $20,323 |
| Warmkraft, Inc. | MS | 1 | $17,996 |
| Mid-Delta Health Systems, Inc. | MS | 1 | $16,728 |
| Simmons Farm Raised Catfish, Inc. | MS | 1 | $11,693 |
State footprint
Plans reporting Heritage Pension Advisors, LLC are sponsored in MS (6).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Deviney Construction Company, Inc. | Deviney Construction Company, Inc. Retirement Plan And Trust | 2023 | $52,910 | not reported in the loaded dataset |
| Jackson Excavating & Leasing Company, Inc. Dba Baker Services Inc. | Baker Services Retirement Plan And Trust | 2023 | $26,037 | not reported in the loaded dataset |
| Systems Automotive Interiors, LLC | 401k Employee Retirement Plan | 2023 | $20,323 | not reported in the loaded dataset |
| Warmkraft, Inc. | Warmkraft, Inc. Profit Sharing Plan | 2023 | $17,996 | not reported in the loaded dataset |
| Mid-Delta Health Systems, Inc. | 401k Employee Retirement Plan | 2023 | $16,728 | not reported in the loaded dataset |
| Simmons Farm Raised Catfish, Inc. | Simmons Farm Raised Catfish, Inc. 401(K) Plan | 2023 | $11,693 | not reported in the loaded dataset |
Related Form 5500 pages
- Deviney Construction Company, Inc. Retirement Plan And Trust (plan 002)
- Deviney Construction Company, Inc. — all reported plans
- Baker Services Retirement Plan And Trust (plan 001)
- Jackson Excavating & Leasing Company, Inc. Dba Baker Services Inc. — all reported plans
- 401k Employee Retirement Plan (plan 001)
- Systems Automotive Interiors, LLC — all reported plans
- Warmkraft, Inc. Profit Sharing Plan (plan 001)
- Warmkraft, Inc. — all reported plans
- 401k Employee Retirement Plan (plan 005)
- Mid-Delta Health Systems, Inc. — all reported plans
- Simmons Farm Raised Catfish, Inc. 401(K) Plan (plan 001)
- Simmons Farm Raised Catfish, Inc. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources