Plan Snapshot
- Plan Sponsor: Heart & Mind Strategies, LLC
- Sponsor EIN: 800196382
- Sponsor Address: 12110 SUNSET HILLS ROAD, RESTON, VA, 20190
- Plan Type: 401(k)
- Total Participants: 36
- Total Assets: $12.2M
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. |
|---|
| 2024 | 36 | $12.2M | $149,327 | $552,579 |
| 2023 | 39 | $10.8M | $163,459 | $564,772 |
| 2022 | 48 | $9.0M | $252,351 | $683,555 |