Plan Snapshot
- Plan Sponsor: Heaton & Venuti LLP
- Sponsor EIN: 542096942
- Sponsor Address: 118 GENESEE STREET, GENEVA, NY, 14456
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 6
- Total Assets: $944,501
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 6 | $944,501 | $0 | $0 |
| 2024 | 4 | $817,211 | $11,476 | $30,694 |
| 2023 | 7 | $789,291 | $13,816 | $33,237 |
| 2022 | 6 | $663,848 | $14,004 | $41,671 |