# Heart & Mind Strategies, LLC 401(k) Plan
Source: https://planprovider.pro/companies/heart-mind-strategies-llc-401k-plan

> Heart & Mind Strategies, LLC's 401(k) plan: 36 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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