How big is Pacific Heritage Academy's plan?

Pacific Heritage Academy's plan reported $819K in assets and 57 participants for 2023.

Original filing (PDF)20250210150209NAL0031902560001

Pacific Heritage Academy

Name: Pacific Heritage Academy — Pacific Heritage 401(k), Form 5500 (2023)
Creator: Pacific Heritage Academy
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Pacific Heritage 401(k) Retirement Plan

401(k) retirement plan · Pacific Heritage Academy's Pacific Heritage 401(k) Retirement Plan held $819K in plan assets for 57 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$819K

Net assets (EOY)

$819K

People on this filing

Rich Eccles signed Pacific Heritage Academy's 2023 Form 5500 as plan administrator.

Rich Eccles — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Pacific Heritage Academy's EIN is 26-4533648.

EIN 26-4533648

Plan number 001

Plan year 2023

ACK ID 20250210150209NAL0031902560001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Pacific Heritage Academy from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Pacific Heritage Academy's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PACIFIC HERITAGE ACADEMY.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off