6/16/26, 7:15 PMFor Internal use only
Risk Control Reporting
Prepared for Carpe Data
HERITAGE WHOLESALE CO. — SAN JOSE   , SAN JOSE , CA

General Information

Survey Information

Survey Type:ApplicantJob Number:706H-5VL6Y8Survey Date:19-May-2026Inside Survey?:YesContact Name:William WilsonContact Title:Director of FacilitiesContact Phone:(585) 714-4590Contact E-mail:william.wilson@heritagewholesalecos.com

Risk Control Consultant

RCC Name:Denise FryeRCC Title:Senior Risk Control ConsultantRCC Phone:(778) 519-6301

Report Content

  • Survey Request (from MRE)

Lines of Coverage

  • Building
  • Business Personal Property
  • Business Income
  • General Liability

Location

Street Address 1:—City:San JoseState:CAZip Code:—SIC Code:5065SIC Description:Electronic Parts & Equipment, NEC

Executive Summary

Survey awaiting field capture. Showing request data from the MRE queue.

https://riskcontrol.pulse.carpeintel.com/Print/SurveyInstance/1c335658-1b7e-4909-9cd2-dd4c3a3d06c2/detail1/2
6/16/26, 7:15 PMFor Internal use only

Survey Request (from MRE)

MRE request
Business:Heritage Wholesale Co. — San Jose

Risk Quality Grade

Overall Risk Quality Grade (Location)

GradeScoreRange
Above AverageAbove AverageUndesirable - Above Average
Overall Risk Quality Points:4
https://riskcontrol.pulse.carpeintel.com/Print/SurveyInstance/1c335658-1b7e-4909-9cd2-dd4c3a3d06c2/detail2/2