Assets by plan
Share of aggregate retirement assets
Filings through .
Top hat
Heritage Commerce Corp
EIN 77-0469558venture capital & private equityLatest filing 2025
Plans
2
Retirement
2
$95.2M assets
Health & Benefits
0
Participants
772
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 / $95.2M assets / 772 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#003
HERITAGE COMMERCE CORP 401(K) SAVINGS PLAN
401(k)
Assets$93.9M
Participants583
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#004
HERITAGE COMMERCE CORP EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$1.3M
Participants189
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | HERITAGE COMMERCE CORP 401(K) SAVINGS PLAN | 401(k) | $93.9M | 583 | 2025 |
| #004 | HERITAGE COMMERCE CORP EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $1.3M | 189 | 2025 |
- #003 · 401(k) · 2025583
- #004 · ESOP · 2025189
Retirement plans