# Heller Pension Associates, INC. 401(k) Plan
Source: https://planprovider.pro/companies/heller-pension-associates-inc-plan

> Heller Pension Associates, INC.'s 401(k) plan: 9 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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