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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
| 2024 | 7 | $3.5M | $0 | $0 |
| 2023 | 8 | $3.7M | $0 | $0 |
| 2022 | 8 | $3.6M | $146,970 | $0 |