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  2. Heritage Companies, LLC

Filings through Oct 24, 2026.

Heritage Companies, LLC

EIN 85-4294289-Manufacturing-Latest filing 2025
Plans
1
Retirement
1
$34.2M assets
Health & Benefits
0
Participants
823
PO BOX 668 - DOWNEY, CA 90241562-927-5511
Plans on this EIN
1 filing
#001401(k)-$34.2M - 823 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

HERITAGE 401(K) PLAN

401(k)

Assets$34.2M
Participants823
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001HERITAGE 401(K) PLAN401(k)$34.2M8232025
  • HERITAGE 401(K) PLAN$34.2M
    #001 · 401(k) · 2025823
Retirement plans
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