Plan Snapshot
- Plan Sponsor: Close To My Heart, INC.
- Sponsor EIN: 880272691
- Sponsor Address: 1199 WEST 700 SOUTH, PLEASANT GROVE, UT, 84062
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 4
- Total Assets: $2.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 4 | $2.6M | $59,431 | $170,888 |
| 2023 | 76 | $4.5M | $106,088 | $199,076 |
| 2022 | 96 | $3.8M | $131,096 | $237,052 |