OpenERISA

Heritage Tax And Insurance Services

San Diego, CA, 92108

EIN 81-0596368
Plans
1
Total participants
21
Filing years
2024
NAICS
541600

Benefit plans on file

YearFormPlan #Plan nameParticipants
2024Form 5500-SF001Heritage Tax And Insurance, INC. 401K Plan21

Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.

Other plan sponsors in California

All California plan sponsors →