Plan Snapshot
- Plan Sponsor: Heidi A. Heras, M.D., P.C.
- Sponsor EIN: 870627216
- Sponsor Address: 482 WEST 50 NORTH 14, AMERICAN FORK, UT, 84003
- Plan Type: 401(k)
- Total Participants: 4
- Total Assets: $1.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 4 | $1.7M | $7,051 | $2,800 |
| 2023 | 3 | $1.6M | $3,098 | $5,800 |
| 2022 | 4 | $1.4M | $8,502 | $4,088 |