# George Talbot Heckman Iii 401(k) Plan
Source: https://planprovider.pro/companies/george-talbot-heckman-iii-plan

> George Talbot Heckman Iii's 401(k) plan: 3 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## 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|

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