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HERITAGE POINT PARTNERS LLC

EIN 87-2527651-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$18K assets
Welfare
0
Participants
4
1920 HILLHURST AVENUE, SUITE 1075 - LOS ANGELES, CA 90027805-410-3133
Plans on this EIN
1 filing
#001401k-$18K - 4 part

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Retirement#001

HERITAGE POINT PARTNERS 401(K) PLAN

401k

Assets$18K
Participants4
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001HERITAGE POINT PARTNERS 401(K) PLAN401k$18K42025
Retirement plans
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