# Heaton Dainard, LLC 401(k) Plan
Source: https://planprovider.pro/companies/heaton-dainard-llc-401k-plan

> Heaton Dainard, LLC's 401(k) plan: 41 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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