Plan Snapshot
- Plan Sponsor: Heldt Lumber Co., INC.
- Sponsor EIN: 860148002
- Sponsor Address: 5712 NORTH 7TH STREET, PHOENIX, AZ, 85014
- Plan Type: DC
- Total Participants: 21
- Total Assets: $3.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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. |
|---|
| 2025 | 21 | $3.2M | $300,000 | $0 |
| 2024 | 21 | $3.2M | $300,000 | $0 |
| 2023 | 19 | $2.8M | $350,000 | $0 |
| 2022 | 21 | $2.1M | $350,000 | $0 |