How big is Heritage Construction & Landscaping Corp.'s plan?

Heritage Construction & Landscaping Corp.'s plan reported $6.6M in assets and 3 participants for 2024.

Original filing (PDF)20251006202424NAL0002127443001

Heritage Construction & Landscaping Corp.

Name: Heritage Construction & Landscaping Corp. — Form 5500 Plan 002 (2024)
Creator: Heritage Construction & Landscaping Corp.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Heritage Construction & Landscaping Corp. 401(k) Profit Sharing Plan

401(k) retirement plan · Heritage Construction & Landscaping Corp.'s Heritage Construction & Landscaping Corp. 401(k) Profit Sharing Plan held $6.6M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.6M

Net assets (EOY)

$6.6M

People on this filing

HUNG TRAN signed Heritage Construction & Landscaping Corp.'s 2024 Form 5500 as plan administrator.

HUNG TRAN — 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 Construction & Landscaping Corp.'s EIN is 77-0368270.

EIN 77-0368270

Plan number 002

Plan year 2024

ACK ID 20251006202424NAL0002127443001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Heritage Construction & Landscaping Corp. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Heritage Construction & Landscaping Corp.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

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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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (99th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (88th percentile).

Plan sponsor

Name

HERITAGE CONSTRUCTION & LANDSCAPING CORP.

EIN

all filings

Address

14720 CODY LANE · SARATOGA, CA · 95070

Phone

(408) 510-0205

Industry

Construction

Plan administrator