Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
HERITAGE LEGAL PC
EIN 26-3294261law practiceLatest filing 2024
Plans
3
Retirement
3
$856K assets
Welfare
0
Participants
15
777 EAST TAHQUITZ CANYON WAY, SUITE - PALM SPRINGS, CA 92262760-325-2020heritagelegal.comLinkedIn11-50 employeeslaw practice
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $856K assets / 15 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
HERITAGE LEGAL PC 401(K) PLAN
401k
Assets$457K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
HERITAGE LEGAL PC CASH BALANCE PLAN
CashBalance
Assets$336K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
HERITAGE LEGAL PC PROFIT SHARING PLANS
ProfitSharing
Assets$63K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | HERITAGE LEGAL PC 401(K) PLAN | 401k | $457K | 5 | 2024 | |
| 003 | HERITAGE LEGAL PC CASH BALANCE PLAN | CashBalance | $336K | 5 | 2024 | |
| 002 | HERITAGE LEGAL PC PROFIT SHARING PLANS | ProfitSharing | $63K | 5 | 2024 |
Retirement plans