# Heldt Lumber Co., INC. DC Plan
Source: https://planprovider.pro/companies/heldt-lumber-co-inc-plan

> Heldt Lumber Co., INC.'s DC plan: 21 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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|

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