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  2. HEATHER JAMES, LLC.
Sponsor portfolio

HEATHER JAMES, LLC.

EIN 26-2621958-Retail Trade-Latest filing 2025
Plans
2
Retirement
2
$11.9M assets
Welfare
0
Participants
89
45188 PORTOLA AVE - PALM DESERT, CA 92260760-346-8926
Plans on this EIN
2 filings
#002CashBalance-$8.0M - 44 part#001401k-$3.8M - 45 part

Retirement portfolio analytics

2 plans aggregated / $11.9M assets / 89 participants

Assets by plan

Share of aggregate retirement assets

68%top
  • CASH BALANCE PLAN (#002)68%
  • PROFIT SHARING PLAN (#001)32%
Total $11.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)45
  • CASH BALANCE PLAN (#002)44
Total 89Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

HEATHER JAMES, LLC CASH BALANCE PLAN

CashBalance

Assets$8.0M
Participants44
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

HEATHER JAMES, LLC. 401(K) PROFIT SHARING PLAN

401k

Assets$3.8M
Participants45
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002HEATHER JAMES, LLC CASH BALANCE PLANCashBalance$8.0M442025
001HEATHER JAMES, LLC. 401(K) PROFIT SHARING PLAN401k$3.8M452024
Retirement plans
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