Heidt Design, LLC 401(k) Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Heidt Design, LLC
  • Sponsor EIN: 264799824
  • Sponsor Address: 5904-A HAMPTON OAKS PARKWAY, TAMPA, FL, 33610
  • Plan Type: 401(k)
  • Plan Number: 001
  • Total Participants: 58
  • Total Assets: $6.8M

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202558$6.8M$0$0
202460$6.0M$196,405$412,377
202355$5.2M$193,789$368,895
202248$4.0M$189,823$355,250

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