How big is Heritage Care, Inc.'s plan?

Heritage Care, Inc.'s plan reported $90K in assets and 39 participants for 2025.

Original filing (PDF)20260512092145NAL0006533873001

Heritage Care, Inc.

Name: Heritage Care, Inc. — Heritage Care 403(b), Form 5500 (2025)
Creator: Heritage Care, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Heritage Care 403(b) Retirement Plan

403(b) retirement plan · Heritage Care, Inc.'s Heritage Care 403(b) Retirement Plan held $90K in plan assets for 39 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$90K

Net assets (EOY)

$90K

People on this filing

Juan Caicedo signed Heritage Care, Inc.'s 2025 Form 5500 as plan administrator.

Juan Caicedo — 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

Heritage Care, Inc.'s EIN is 52-1967565.

EIN 52-1967565

Plan number 001

Plan year 2025

ACK ID 20260512092145NAL0006533873001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Heritage Care, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Heritage Care, Inc.'s plan includes 403(b) custodial accounts, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Above-average plan

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