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HERITAGE COMMUNITY CREDIT UNION — HERITAGE COMMUNITY CREDIT UNION RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250410124522NAL0011756307001
HERITAGE COMMUNITY CREDIT UNION
Form 5500-SF
FILING_RECEIVED
HERITAGE COMMUNITY CREDIT UNION RETIREMENT PLAN
401(k) retirement plan
Active participants
43
Accounts w/ balance
70
Plan assets (EOY)
$7.0M
Net assets (EOY)
$7.0M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
HERITAGE COMMUNITY CREDIT UNION
.
Find decision makers
Plan sponsor
Name
HERITAGE COMMUNITY CREDIT UNION
EIN
94-1289802
Address
5329 SUNRISE BLVD. · FAIR OAKS, CA · 95628
Phone
(916) 364-1700
Industry
Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-04-10
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
2F · ERISA section 404(c)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
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$7.0M · 35 participants
NORTH STAR COMMUNITY CREDIT UNION
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$7.0M · 69 participants
URW COMMUNITY FEDERAL CREDIT UNION
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$7.0M · 48 participants
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
IQ CREDIT UNION
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$7.0M · 35 participants
ACADIA FEDERAL CREDIT UNION
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$7.0M · 78 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
