Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
HERITAGE COMMERCE CORP
EIN 77-0469558venture capital & private equityLatest filing 2024
Plans
2
Retirement
2
$88.2M assets
Welfare
0
Participants
783
224 AIRPORT PARKWAY - SAN JOSE, CA 95110408-947-6900LinkedIn1-10 employeesventure capital & private equity
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $88.2M assets / 783 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#003
HERITAGE COMMERCE CORP 401(K) SAVINGS PLAN
401k
Assets$87.1M
Participants583
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#004
HERITAGE COMMERCE CORP EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$1.1M
Participants200
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | HERITAGE COMMERCE CORP 401(K) SAVINGS PLAN | 401k | $87.1M | 583 | 2024 | |
| 004 | HERITAGE COMMERCE CORP EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $1.1M | 200 | 2024 |
Retirement plans