Plan Snapshot
- Plan Sponsor: Heidi S Holland Do LLC
- Sponsor EIN: 161735813
- Sponsor Address: 30520 N 78TH ST, SCOTTSDALE, AZ, 852661844
- Plan Type: 401(k)
- Total Participants: 3
- Total Assets: $2.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 3 | $2.5M | $15,810 | $25,550 |
| 2023 | 3 | $2.0M | $13,178 | $8,425 |
| 2022 | 2 | $1.6M | $12,300 | $3,400 |