Heritage Bancshares Group, Inc.401(k)

Heritage Bancshares Group, Inc. reported $68,262 in plan administrative expenses for 2023: 0.53% of average plan assets, higher than ~75% of peers. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.48% to 0.55%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other finance & insurance employers. By assets it is among the smaller plans on file in Minnesota (1,140th of 1,918), and 3,651st of 4,798 in finance & insurance. active participation has shrunk from 106 to 91 since 2022.