How big is Heritage Hospice LLC's plan?

Heritage Hospice LLC's plan reported $96K in assets and 17 participants for 2024.

Original filing (PDF)20250711191346NAL0018049794001

Heritage Hospice LLC

Name: Heritage Hospice LLC — Heritage Hospice LLC DBA, Form 5500 (2024)
Creator: Heritage Hospice LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Heritage Hospice LLC DBA Vistariver Hospice 401(k) Plan

401(k) retirement plan · Heritage Hospice LLC's Heritage Hospice LLC DBA Vistariver Hospice 401(k) Plan held $96K in plan assets for 17 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$96K

Net assets (EOY)

$96K

People on this filing

Jonathan Bliss signed Heritage Hospice LLC's 2024 Form 5500 as plan administrator.

Jonathan Bliss — 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 Hospice LLC's EIN is 85-3131744.

EIN 85-3131744

Plan number 001

Plan year 2024

ACK ID 20250711191346NAL0018049794001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Heritage Hospice LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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 account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

HERITAGE HOSPICE LLC

EIN

all filings

Address

29100 SW TOWN CENTER LOOP W · SUITE 130 · WILSONVILLE, OR · 97070

Phone

(503) 542-7090

Industry

Health Care & Social Assistance

Plan administrator