Assets by plan
Share of aggregate retirement assets
59%top
Sponsor portfolio
HERITAGE CLINIC AND THE COMMUNITY ASSISTANCE PROGRAM FOR SENIORS
EIN 95-4814550Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$6.0M assets
Welfare
0
Participants
232
447 N EL MOLINO AVE - PASADENA, CA 911011403626-390-9955
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.0M assets / 232 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 CLINIC DC PLAN
403b
Assets$3.6M
Participants143
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
HERITAGE CLINIC TDA PLAN
403b
Assets$2.5M
Participants89
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 CLINIC DC PLAN | 403b | $3.6M | 143 | 2025 | |
| 002 | HERITAGE CLINIC TDA PLAN | 403b | $2.5M | 89 | 2025 |
Retirement plans