What We Do

Heritage Administrative Services LLC is substantially more than just a record-keeping firm. We provide a complete range of consulting, research, administration and communication services throughout the entire field of tax-qualified plans, non-qualified plans, fiduciary analysis, and estate planning.

Package Products
  • Allocated accounts
  • Unallocated accounts
Custom Designed Products
  • Brokerage accounts
  • Private company stock
  • Limited partnership
  • New comparability and age-weighted calculations
  • Co-record keeping
  • IRS testing for:
  • Single plans
  • Multiple plans
  • Cross-tested plans

  • 401(k) plans
  • Defined benefit plans
  • Money purchase plans
  • New comparability and age weighted plans
  • Davis-Bacon and prevailing wage plans
  • Cash balance plans
  • ESOPs
  • Safe harbor plans
  • Multiple employer plans
  • Multi-employer plans
  • 403(b) plans
  • Non-qualified deferred compensation