Plan Snapshot
- Plan Sponsor: Herdt Consulting, INC.
- Sponsor EIN: 043694474
- Sponsor Address: 261 NORMANDY LANE, CHELSEA, AL, 35043
- Plan Type: 401(k)
- Total Participants: 83
- Total Assets: $5.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 83 | $5.9M | $145,763 | $534,369 |
| 2023 | 60 | $5.0M | $171,042 | $564,896 |
| 2022 | 64 | $4.8M | $156,647 | $630,446 |