Blue Heron Fitness, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Blue Heron Fitness, INC.
  • Sponsor EIN: 454619893
  • Sponsor Address: 1847 PIANKATANK LANE, VIRGINIA BEACH, VA, 23454
  • Plan Type: 401(k)
  • Total Participants: 7
  • Total Assets: $381,186

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.
20247$381,186$6,456$7,920
20239$425,848$4,819$5,980
20228$366,678$5,447$10,894
20198$322,249$8,960$11,760
20185$214,775$8,482$11,402

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