Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
HERITAGE CAPITAL STRATEGIES, INC.
EIN 87-0737289insuranceLatest filing 2025
Plans
2
Retirement
2
$3.1M assets
Welfare
0
Participants
9
2555 TOWNSGATE ROAD, SUITE 105 - WESTLAKE VILLAGE, CA 91361805-604-2728hcapst.comLinkedIn1-10 employeesinsurance
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.1M assets / 9 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#001
HERITAGE CAPITAL STRATEGIES, INC. 401(K)/DISCRETIONARY DEFINED CONTRIBUTION PLAN
401k
Assets$1.6M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
HERITAGE CAPITAL STRATEGIES, INC. DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$1.5M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | HERITAGE CAPITAL STRATEGIES, INC. 401(K)/DISCRETIONARY DEFINED CONTRIBUTION PLAN | 401k | $1.6M | 5 | 2025 | |
| 002 | HERITAGE CAPITAL STRATEGIES, INC. DEFINED BENEFIT PENSION PLAN | TraditionalDB | $1.5M | 4 | 2024 |
Retirement plans