Heritage Administrative Services
Insurance · New York, United States · 11-50 Employees
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Overview
Headquarters
100 Crossways Park Dr W Ste 413, Woodbur...Phone Number
(631) 423-0505Website
www.theheritagegroupllc.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Jan
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Jun
ZI Rank
1
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About Heritage Administrative Services
Heritage Administrative Services specializes in full-service retirement plan administration for various qualified retirement plans, including Cash Balance Plans. The company serves brokerage firms, financial institutions, qualified plan sponsors, and financial advisors. By offering a range of traditional and innovative services, Heritage aims to meet the unique needs of each industry. Their expertise helps clients maximize tax deductions and create wealth in a tax-preferred environment.Explore more
Heritage Administrative Services Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Heritage Administrative S...
<$5M
11-50
Private
-
1998
SH
Sharon HartmanDefined Contribution Department Head
Company Profile Activity
Activity Insights
Heritage Administrative Services is experiencing very low activity levels compared to other companies in the Insurance sector.
What does this means?
Heritage Administrative Services is drawing exceptional interest within the Insurance industry, suggesting notable developments or strong market momentum, learn more about Heritage Administrative Services.
Heritage Administrative Services Tech Stack
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Frequently Asked Questions Regarding Heritage Administrative Services
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Heritage Administrative Services specializes in full-service retirement plan administration for various qualified retirement plans, including Cash Balance Plans. The company serves brokerage firms, financial institutions, qualified plan sponsors, and financial advisors. By offering a range of traditional and innovative services, Heritage aims to me... Read More
