Plan Snapshot
- Plan Sponsor: Heard Mcelroy & Vestal, L.L.C.
- Sponsor EIN: 720398470
- Sponsor Address: 333 TEXAS STREET, SHREVEPORT, LA, 71101
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 155
- Total Assets: $29.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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. |
|---|
| 2023 | 155 | $29.2M | $794,373 | $1.6M |
| 2022 | 139 | $25.9M | $623,199 | $1.2M |