Plan Snapshot
- Plan Sponsor: Heidt Design, LLC
- Sponsor EIN: 264799824
- Sponsor Address: 5904-A HAMPTON OAKS PARKWAY, TAMPA, FL, 33610
- Plan Type: 401(k)
- Total Participants: 60
- Total Assets: $6.0M
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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 60 | $6.0M | $196,405 | $412,377 |
| 2023 | 64 | $5.2M | $193,789 | $368,895 |
| 2022 | 68 | $4.0M | $189,823 | $355,250 |