Sponsor portfolio
HERITAGE INTERNATIONAL MANAGEMENT LLC
EIN 45-1844167Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
1
Retirement
1
$2.6M assets
Welfare
0
Participants
5
150 N SAN DIMAS AVE STE 203 - SAN DIMAS, CA 91773909-599-6200
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 | |
|---|---|---|---|---|---|---|
| 001 | HERITAGE INTERNATIONAL MANAGEMENT LLC DEFINED BENEFIT PENSION PLAN | TraditionalDB | $2.6M | 5 | 2025 |
Retirement plans