8a Heritage Group INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: 8a Heritage Group INC.
  • Sponsor EIN: 923388177
  • Sponsor Address: 31113 N. 152ND STREET, SCOTTSDALE, AZ, 85262
  • Plan Type: 401(k)
  • Total Participants: 1
  • Total Assets: $668,608

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20241$668,608$0$0
20231$668,371$0$0