Plan Snapshot
- Plan Sponsor: Heller Pension Associates, INC.
- Sponsor EIN: 464034505
- Sponsor Address: 1363 RTE 9G, HYDE PARK, NY, 12538
- Plan Type: 401(k)
- Total Participants: 9
- Total Assets: $4.1M
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. |
|---|
| 2024 | 9 | $4.1M | $33,090 | $93,564 |
| 2023 | 8 | $3.6M | $32,790 | $82,900 |
| 2022 | 8 | $2.9M | $28,068 | $69,626 |