How big is Heritage University's plan?

Heritage University's plan reported $23.6M in assets and 257 participants for 2024.

Original filing (PDF)20250916104130NAL0001261171003

Heritage University

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

Form 5500

FILING_RECEIVED

Heritage University Retirement Plan

403(b) retirement plan · Heritage University's Heritage University Retirement Plan held $23.6M in plan assets for 257 participants in 2024.

Signals · 2

Late participant contributionsNo recordkeeper disclosed

Active participants

257

Accounts w/ balance

609

Plan assets (EOY)

$23.6M

Net assets (EOY)

$23.6M

People on this filing

Chris Gilmer signed Heritage University's 2024 Form 5500 as plan administrator.

Chris Gilmer — 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 University's EIN is 91-1160585.

EIN 91-1160585

Plan number 001

Plan year 2024

ACK ID 20250916104130NAL0001261171003

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Heritage University's plan includes a 403(b) annuity.

Decision-maker contacts

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

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How this plan invests

This plan

1 pooled trust

Schedule D

43 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 0K (0% of contributions).

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 (97th percentile).

Plan sponsor

Name

HERITAGE UNIVERSITY

EIN

all filings

Address

3240 FORT ROAD · TOPPENISH, WA · 989489599

Phone

(509) 865-8500

Industry

Educational Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-16

Pension benefit codes

2L · 403(b)(1) annuity

Audit & trust (Schedule H)

Auditor

BAKER TILLY US, LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

43 direct securities · 1 pooled fund· $23.5M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Mutual Funds

$9.6M

7 holdings

Stable Value

$6.9M

2 holdings

Pooled Separate Accounts

$2.7M

22 holdings

Common Collective Trusts

$2.3M

6 holdings

Common Stocks

$1.1M

5 holdings

Pooled Separate Account

$725K

1 holding

Participant loans

$225K

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

TIAA / Nuveen$20.7M State Street / SPDR$1.6M American Funds (Capital Group)$725K BlackRock / iShares$133K Schwab$23K JPMorgan$17K American Century$2K

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Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.

					% of plan
TIAA Traditional Non Benefit Responsive Guaranteed investment contract	Stable Value	—	—	$5.0M	21.4%
CREF Stock R1 Registered investment company	Mutual Funds	—	—	$3.5M	14.7%
CREF Growth R1 Registered investment company	Mutual Funds	—	—	$2.1M	9.0%
TIAA Traditional Benefit Responsive Guaranteed investment contract	Stable Value	—	—	$1.9M	7.9%
CREF Equity Index R1 Registered investment company	Common Collective Trusts	—	—	$1.5M	6.5%
CREF Global Equities R1 Registered investment company	Mutual Funds	—	—	$1.5M	6.4%
State Street Equity 500 Indx K Registered investment company	Common Stocks	—	—	$1.0M	4.4%
CREF Money Market R1 Registered investment company	Mutual Funds	—	—	$1.0M	4.3%
TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004	Pooled Separate Account	—	—	$725K	3.1%
CREF Core Bond R1 Registered investment company	Mutual Funds	—	—	$694K	2.9%
State Street Cap Eq ExUS Idx K Registered investment company	Common Collective Trusts	—	—	$517K	2.2%
CREF Social Choice R1 Registered investment company	Mutual Funds	—	—	$497K	2.1%
TIAA Access Nuv LifCyc 2020 T4 Pooled separate account	Pooled Separate Accounts	—	—	$309K	1.3%
CREF Inflation-Linked Bond R1 Registered investment company	Mutual Funds	—	—	$291K	1.2%
TIAA Access Nuv Intl Equity T4 Pooled separate account	Pooled Separate Accounts	—	—	$282K	1.2%
TIAA Access Nuv LifCyc 2030 T4 Pooled separate account	Pooled Separate Accounts	—	—	$264K	1.1%
TIAA Access Nuv Lrg Cap Val T4 Pooled separate account	Pooled Separate Accounts	—	—	$237K	1.0%
Participant loans maturing though April 2032 0	Participant loans	—	—	$225K	1.0%
TIAA Access Nuv Qt Sm Cp Eq T4 Pooled separate account	Pooled Separate Accounts	—	—	$200K	0.8%
TIAA Access Nuv LifCyc 2060 T4 Pooled separate account	Pooled Separate Accounts	—	—	$166K	0.7%
TIAA Access Nuv LifCyc 2040 T4 Pooled separate account	Pooled Separate Accounts	—	—	$163K	0.7%
TIAA Access Nuv LifCyc 2055 T4 Pooled separate account	Pooled Separate Accounts	—	—	$157K	0.7%
TIAA Access Nuv LifCyc 2050 T4 Pooled separate account	Pooled Separate Accounts	—	—	$143K	0.6%
TIAA Access Nuv LifCyc 2035 T4 Pooled separate account	Pooled Separate Accounts	—	—	$142K	0.6%
TIAA Access Nuv Mid Cap Val T4 Pooled separate account	Pooled Separate Accounts	—	—	$134K	0.6%
TIAA Access Nuv RlEstSecSel T4 Pooled separate account	Pooled Separate Accounts	—	—	$124K	0.5%
TIAA Access Nuv Equity Idx T4 Pooled separate account	Pooled Separate Accounts	—	—	$93K	0.4%
iShares Rus 2000 Sml Cap Idx K Registered investment company	Common Collective Trusts	—	—	$74K	0.3%
State Street Aggrgte Bnd Idx K Registered investment company	Common Collective Trusts	—	—	$62K	0.3%
iShares Russell Mid Cap Idx K Registered investment company	Common Collective Trusts	—	—	$59K	0.2%
TIAA Access Nuv Lrg Cap Gr T4 Pooled separate account	Pooled Separate Accounts	—	—	$51K	0.2%
Cohen & Steers Real Est Sec Z Registered investment company	Common Stocks	—	—	$44K	0.2%
TIAA Access Nuv Sm Cp Bl Ix T4 Pooled separate account	Pooled Separate Accounts	—	—	$39K	0.2%
TIAA Access Nuv LifCyc 2045 T4 Pooled separate account	Pooled Separate Accounts	—	—	$38K	0.2%
TIAA Access Nuv Core Equity T4 Pooled separate account	Pooled Separate Accounts	—	—	$28K	0.1%
TIAA Access Nuv LgCp Res Eq T4 Pooled separate account	Pooled Separate Accounts	—	—	$27K	0.1%
TIAA Access Nuv Core Pl Bd T4 Pooled separate account	Pooled Separate Accounts	—	—	$25K	0.1%
Schwab Treas Infl Prot Sec Idx Registered investment company	Common Collective Trusts	—	—	$23K	<0.1%
TIAA Access Nuv Mid Cap Grw T4 Pooled separate account	Pooled Separate Accounts	—	—	$18K	<0.1%
JPMorgan Large Cap Growth R6 Registered investment company	Common Stocks	—	—	$17K	<0.1%
TIAA Access Nuv LifCyc 2025 T4 Pooled separate account	Pooled Separate Accounts	—	—	$11K	<0.1%
TIAA Access Nuv LifCyc 2015 T4 Pooled separate account	Pooled Separate Accounts	—	—	$8K	<0.1%
American Century Sm Cap Grw R6 Registered investment company	Common Stocks	—	—	$2K	<0.1%
Undiscovered Mgrs Behav Val R6 Registered investment company	Common Stocks	—	—	$2K	<0.1%