Plan Snapshot
- Plan Sponsor: Heaton Dainard, LLC
- Sponsor EIN: 273432547
- Sponsor Address: 14508 NE 20TH ST., BELLEVUE, WA, 98007
- Plan Type: 401(k)
- Total Participants: 41
- Total Assets: $1.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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. |
|---|
| 2024 | 41 | $1.8M | $62,062 | $119,797 |
| 2023 | 36 | $1.5M | $62,413 | $116,947 |
| 2022 | 27 | $1.8M | $80,605 | $167,309 |