Plan Snapshot
- Plan Sponsor: George Talbot Heckman Iii
- Sponsor EIN: 261546434
- Sponsor Address: 18250 S CLARK LN, OREGON CITY, OR, 970459661
- Plan Type: 401(k)
- Total Participants: 3
- Total Assets: $17,592
Key Plan Design Features
- Auto-Enrollment: No
- 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. |
|---|
| 2023 | 3 | $17,592 | $0 | $0 |
| 2022 | 2 | $8,817 | $0 | $1,621 |