Plan Snapshot
- Plan Sponsor: D C Heller & Co INC 401(K)/ Psp
- Sponsor EIN: 133643391
- Sponsor Address: 840 LONG HILL ROAD WEST, BRIARCLIFF MANOR, NY, 10510
- Plan Type: 401(k)
- Total Participants: 2
- Total Assets: $2.8M
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 | 2 | $2.8M | $40,000 | $56,750 |
| 2023 | 2 | $2.4M | $57,757 | $55,000 |
| 2022 | 2 | $1.9M | $49,488 | $41,275 |