· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
HERITAGE HEALTH CARE, INC.DBA HE — HERITAGE /VALLEY /WESTERN 401K RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250925164131NAL0009384512001
HERITAGE HEALTH CARE, INC.DBA HE
Form 5500-SF
FILING_RECEIVED
HERITAGE /VALLEY /WESTERN 401K RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No auditor on file
Active participants
245
Accounts w/ balance
85
Plan assets (EOY)
$1.6M
Net assets (EOY)
$1.6M
Plan health score (directional)
72
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
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 HEALTH CARE, INC.DBA HE
.
Find decision makers
Plan sponsor
Name
HERITAGE HEALTH CARE, INC.DBA HE
EIN
95-2402490
Address
25271 BARTON ROAD · LOMA LINDA, CA · 92354
Phone
(909) 796-2595
Industry
Health Care & Social Assistance
see all
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
2025-09-25
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Health Care & Social Assistance plans
STEPPING STONES OF ROCKFORD, INC.
STEPPING STONES OF ROCKFORD, INC. 401(K) PLAN
$1.6M · 103 participants
HMG HEALTHCARE LLC
HMG HEALTHCARE 401(K) PLAN
$1.6M · 2,793 participants
KAUAI HOSPICE, INC.
KAUAI HOSPICE, INC. RETIREMENT PLAN
$1.6M · 26 participants
CL OPERATING LLC DBA CRYSTAL LAKE REHABILITATION AND CARE
CRYSTAL LAKE REHABILITATION AND CARE 401(K) PLAN
$1.6M · 29 participants
SOUTHERN MARYLAND VOCATIONAL INCORPORATED
403(B) THRIFT PLAN FOR EMPLOYEES OF SOUTHERN MARYLAND VOCATIONAL INDUSTRIES, INCORPORATED
65
Knocking points off
No independent qualified public accountant (IQPA) named.
Only 35% as many balances as active participants — suggests many active employees aren't deferring.
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.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.6M · 163 participants
CREATIVE SOLUTIONS FOR AUTISM
CREATIVE SOLUTIONS FOR AUTISM 401(K) PROFIT SHARING PLAN & TRUST
$1.6M · 190 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
