Heritage Health 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Heritage Health (EIN 943036820)
  • Plan Type: 401(k)
  • Total Participants: 467
  • Total Assets: $9.6M
  • Sponsor State: ID

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2024467$9.6M$765,003$1.4M
2023336$7.2M$595,993$1.3M
2022407$5.3M$298,832$932,042

Service Providers

  • CLIFTONLARSONALLEN, LLP — Accountant / Independent Qualified Public Accountant