How big is Pacific Heritage Appraisal's plan?

Pacific Heritage Appraisal's plan reported $2.0M in assets and 16 participants for 2025.

Original filing (PDF)20260504155256NAL0000031843001

Pacific Heritage Appraisal

Name: Pacific Heritage Appraisal — Pacific Heritage, Form 5500 (2025)
Creator: Pacific Heritage Appraisal
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Pacific Heritage Appraisal 401(k) Plan

401(k) retirement plan · Pacific Heritage Appraisal's Pacific Heritage Appraisal 401(k) Plan held $2.0M in plan assets for 16 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

Plan identifiers

Pacific Heritage Appraisal's EIN is 91-1793157.

EIN 91-1793157

Plan number 001

Plan year 2025

ACK ID 20260504155256NAL0000031843001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Pacific Heritage Appraisal'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 APPRAISAL.

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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