Heller, Heller & Mccoy DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Heller, Heller & Mccoy
  • Sponsor EIN: 060942436
  • Sponsor Address: 736 NORWICH - NEW LONDON TURNPIKE, UNCASVILLE, CT, 06382
  • Plan Type: DC
  • Total Participants: 7
  • Total Assets: $3.5M

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20247$3.5M$0$0
20238$3.7M$0$0
20228$3.6M$146,970$0

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