Sponsor portfolio
GOLDEN HERITAGE INSURANCE AGENCY LLC
EIN 88-1021037Finance and InsuranceLatest filing 2025
Plans
1
Retirement
1
$15K assets
Welfare
0
Participants
5
2171 JUNIPERO SERRA BLVD 7TH FLOOR - DALY CITY, CA 94014415-391-9686
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 | GOLDEN HERITAGE INSURANCE AGENCY 401(K) PLAN | 401k | $15K | 5 | 2025 |
Retirement plans