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Sponsor portfolio

THE HEATH COMPANY

EIN 47-2681275-Real Estate and Rental and Leasing-Latest filing 2025
Plans
2
Retirement
2
$1.8M assets
Welfare
0
Participants
6
51 CHARLES HILL ROAD - ORINDA, CA 94563530-210-5854
Plans on this EIN
2 filings
#001401k-$1.6M - 3 part#002CashBalance-$275K - 3 part

Retirement portfolio analytics

2 plans aggregated / $1.8M assets / 6 participants

Assets by plan

Share of aggregate retirement assets

85%top
  • PLAN AND TRUST (#001)85%
  • CASH BALANCE PLAN (#002)15%
Total $1.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#001)3
  • CASH BALANCE PLAN (#002)3
Total 6Click 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#001

THE HEATH COMPANY 401(K) PLAN AND TRUST

401k

Assets$1.6M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

THE HEATH COMPANY CASH BALANCE PLAN

CashBalance

Assets$275K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001THE HEATH COMPANY 401(K) PLAN AND TRUST401k$1.6M32025
002THE HEATH COMPANY CASH BALANCE PLANCashBalance$275K32025
Retirement plans
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