Sponsor portfolio
HERITAGE HOUSE GROUP
EIN 77-0492119Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
1
Retirement
1
$450K assets
Welfare
0
Participants
58
5200 HOLLISTER AVE - SANTA BARBARA, CA 931112087805-879-5902
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 HOUSE GROUP 401(K) PROFIT SHARING PLAN & TRUST | 401k | $450K | 58 | 2025 |
Retirement plans