Plan Snapshot
- Plan Sponsor: Heck Capital Advisors, LLC
- Sponsor EIN: 260202276
- Sponsor Address: 15 E ANDERSON STREET, RHINELANDER, WI, 54501
- Plan Type: 401(k)
- Total Participants: 26
- Total Assets: $7.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 26 | $7.7M | $129,303 | $359,425 |
| 2023 | 20 | $6.6M | $119,597 | $308,570 |
| 2022 | 22 | $5.4M | $281,010 | $287,139 |