Heritage Administrative Services
Highly Engaged Employees
Highly Engaged EmployeesFinance · United States · 11-50 Employees
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Overview
Headquarters
United StatesWebsite
www.hgtpa.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Jan
Feb
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Apr
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Jun
ZI Rank
1
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1
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About Heritage Administrative Services
Heritage Administrative Services specializes in full-service retirement plan administration for various qualified retirement plans, particularly Cash Balance Plans. The company serves brokerage firms, financial institutions, qualified plan sponsors, and financial advisors, agents, and brokers. By offering a blend of traditional and innovative services, Heritage aims to meet the unique needs of each industry. Their expertise includes plan design and management, helping clients maximize tax benefits and employee retention.Explore more
Popular SearchesHeritage Administrative Services LLCSIC Code 62,628NAICS Code 52,523Show more
Heritage Administrative Services Org Chart
MM
Regional Director, Marketing
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Activity Insights
Heritage Administrative Services is experiencing very low activity levels compared to other companies in the Finance sector.
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Heritage Administrative Services is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Heritage Administrative Services.
Heritage Administrative Services financials insights
Gather financial insights about Heritage Administrative Services, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2020
Debt
$150K
Heritage Administrative Services Tech Stack
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Heritage Administrative Services specializes in full-service retirement plan administration for various qualified retirement plans, particularly Cash Balance Plans. The company serves brokerage firms, financial institutions, qualified plan sponsors, and financial advisors, agents, and brokers. By offering a blend of traditional and innovative servi... Read More
