Plan Snapshot
- Plan Sponsor: Heelstone Renewable Energy, LLC
- Sponsor EIN: 834647852
- Sponsor Address: 555 S. MANGUM ST. STE 400, DURHAM, NC, 27701
- Plan Type: 401(k)
- Total Participants: 48
- Total Assets: $4.4M
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 | 48 | $4.4M | $420,028 | $608,687 |
| 2023 | 37 | $2.8M | $302,232 | $422,329 |
| 2022 | 24 | $1.4M | $204,918 | $283,646 |