Sponsor portfolio
THOMAS HEITZ DBA HEITZ INSURANCE AGENCY
EIN 95-3896087Finance and InsuranceLatest filing 2024
Plans
1
Retirement
1
$18K assets
Welfare
0
Participants
6
2441 MONACO DR - OXNARD, CA 93035661-510-6561
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 | |
|---|---|---|---|---|---|---|
| 002 | HEITZ INSURANCE AGENCY EMPLOYEE RETIREMENT PLAN | 401k | $18K | 6 | 2024 |
Retirement plans