Hei Holdings, INC. 401(k) Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Hei Holdings, INC.
  • Sponsor EIN: 871938112
  • Sponsor Address: 2000 PGA BLVD SUITE 4440, PALM BEACH GARDENS, FL, 33408
  • Plan Type: 401(k)
  • Total Participants: 12
  • Total Assets: $912,223

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202512$912,223$0$1,261
202412$912,223$0$1,261
202311$394,481$0$1,447
20221$352,408$0$0

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