MFS HERITAGE TRUST

[ EIN: 33-0145756 | Plan No. 002 ]

According to Department of Labor Form 5500 data, WILLIAM B OLSON sponsors MFS HERITAGE TRUST, categorized as a Profit Sharing plan. The filing shows 1 participants and total assets of $242,035 for the plan year 2013.

These filings allow insight into employer-sponsored plan structure, participation levels, and financial data.

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Plan Sponsor: WILLIAM B OLSON

Location: 21540 DUNROBIN WAY, YORBA LINDA, CA 92887

EIN: 330145756

Plan Number: 002

Plan Year: 2013

Plan Size: Large Plan

Plan Entity Type: Defined Contribution

Plan Type: Profit Sharing

Participants: 1

Total Assets: $242,035

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