How big is Heritage Community Credit Union's plan?

Heritage Community Credit Union's plan reported $8.3M in assets and 41 participants for 2025.

Original filing (PDF)20260417171952NAL0026744883001

Heritage Community Credit Union

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

Form 5500-SF

FILING_RECEIVED

Heritage Community Credit Union Retirement Plan

401(k) retirement plan · Heritage Community Credit Union's Heritage Community Credit Union Retirement Plan held $8.3M in plan assets for 41 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.3M

Net assets (EOY)

$8.3M

Plan identifiers

Heritage Community Credit Union's EIN is 94-1289802.

EIN 94-1289802

Plan number 003

Plan year 2025

ACK ID 20260417171952NAL0026744883001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Heritage Community Credit Union's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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

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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 (91st percentile).

Plan sponsor

Name

HERITAGE COMMUNITY CREDIT UNION

EIN

all filings

Address

P.O. BOX 790 · RANCHO CORDOVA, CA · 95741

Phone

(916) 364-1700

Industry

Finance & Insurance

Plan administrator