PlanOptica
Free ERISA searchPricing
Sign inTry Pro free
  1. Companies/
  2. Heritage Wound Care LLC

Filings through Oct 24, 2026.

Sponsor portfolio

Heritage Wound Care LLC

EIN 84-2384592-hospital & health care-Latest filing 2025
Plans
2
Retirement
2
$533K assets
Welfare
0
Participants
37
163 MADISON AVE STE 220-37 - MORRISTOWN, NJ 079607358516-507-0292heritagewoundcare.comLinkedIn11-50 employeeshospital & health care
Plans on this EIN
2 filings
#001401(k)-$306K - 25 part#002Cash balance-$227K - 12 part

Retirement portfolio analytics

2 plans aggregated / $533K assets / 37 participants

Assets by plan

Share of aggregate retirement assets

57%top
  • PLAN & TRUST (#001)57%
  • CASH BALANCE PLAN (#002)43%
Total $533KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#001)25
  • CASH BALANCE PLAN (#002)12
Total 37Click 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

HERITAGE WOUND CARE LLC 401(K) PROFIT SHARING PLAN & TRUST

401(k)

Assets$306K
Participants25
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

HERITAGE WOUND CARE CASH BALANCE PLAN

Cash balance

Assets$227K
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001HERITAGE WOUND CARE LLC 401(K) PROFIT SHARING PLAN & TRUST401(k)$306K252025
002HERITAGE WOUND CARE CASH BALANCE PLANCash balance$227K122025
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica