# Grant W Heinz, M.D., P.C. 401(k) Plan
Source: https://planprovider.pro/companies/grant-w-heinz-m-d-p-c-401k-plan

> Grant W Heinz, M.D., P.C.'s 401(k) plan: 8 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Grant W Heinz, M.D., P.C.

- **Sponsor EIN:** 861010140

- **Sponsor Address:** 6007 E. BASELINE ROAD, # 101, MESA, AZ, 85206

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

- **Total Participants:** 8

- **Total Assets:** $3.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|8|$3.0M|$20,326|$53,355|

| 2023|7|$2.7M|$27,282|$86,727|

| 2022|5|$2.3M|$18,590|$58,232|

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