Sponsor portfolio
HERITAGE POINTE
EIN 33-0260314hospital & health careLatest filing 2025
Plans
1
Retirement
1
$1.8M assets
Welfare
0
Participants
197
27356 BELLOGENTE - MISSION VIEJO, CA 926916341949-364-9685heritagepointe.orgLinkedIn51-200 employeeshospital & health care
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | 403(B) THRIFT PLAN FOR EMPLOYEES OF HERITAGE POINTE | 403b | $1.8M | 197 | 2025 |
Retirement plans