# Heelstone Renewable Energy, LLC 401(k) Plan
Source: https://planprovider.pro/companies/heelstone-renewable-energy-llc-401k-plan

> Heelstone Renewable Energy, LLC&#39;s 401(k) plan: 48 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

## Similar Plans

- [Carolina Solar Services](https://planprovider.pro/companies/carolina-solar-services-plan-002) — 42 participants

- [Smart Wires Grid, INC.](https://planprovider.pro/companies/smart-wires-grid-inc-401k-plan) — 57 participants

- [Net Power, LLC](https://planprovider.pro/companies/net-power-llc-401k-plan) — 68 participants

- [Strata Solar, LLC](https://planprovider.pro/companies/strata-solar-llc-401k-plan) — 0 participants

- [Serc Reliability Corporation](https://planprovider.pro/companies/serc-reliability-corporation-plan) — 110 participants

- [Utili-Serve, LLC](https://planprovider.pro/companies/utili-serve-llc-401k-plan) — 268 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/heelstone-renewable-energy-llc-401k-plan)

&copy; 2026 PlanProvider.Pro
