Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
HEALTH EMPOWERMENT RESOURCES, INC.
EIN 45-3009518Retail TradeLatest filing 2025
Plans
2
Retirement
2
$5.8M assets
Welfare
0
Participants
15
951 TURQUOISE ST. - SAN DIEGO, CA 92109858-488-9000
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.8M 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
HEALTH EMPOWERMENT RESOURCES, INC. 401(K) PLAN
401k
Assets$3.0M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
HEALTH EMPOWERMENT RESOURCES CASH BALANCE PLAN
CashBalance
Assets$2.8M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | HEALTH EMPOWERMENT RESOURCES, INC. 401(K) PLAN | 401k | $3.0M | 8 | 2025 | |
| 002 | HEALTH EMPOWERMENT RESOURCES CASH BALANCE PLAN | CashBalance | $2.8M | 7 | 2025 |
Retirement plans