# Heller, Heller & Mccoy DC Plan
Source: https://planprovider.pro/companies/heller-heller-mccoy-plan

> Heller, Heller & Mccoy's DC plan: 7 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

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

| 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|

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