# F.B. Heron Foundation 401(k) Plan
Source: https://planprovider.pro/companies/f-b-heron-foundation-401k-plan

> F.B. Heron Foundation's 401(k) plan: 5 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** F.B. Heron Foundation

- **Sponsor EIN:** 133647019

- **Sponsor Address:** P.O. BOX 9438, NEW HAVEN, CT, 06534

- **Plan Type:** 401(k)

- **Total Participants:** 5

- **Total Assets:** $6.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **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|5|$6.8M|$158,487|$114,262|

| 2023|7|$6.3M|$245,812|$139,744|

| 2022|12|$5.2M|$334,690|$178,000|

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