Plan Snapshot
- Plan Sponsor: Heritage Aviation, INC.
- Sponsor EIN: 020617193
- Sponsor Address: 228 AVIATION AVE, SOUTH BURLINGTON, VT, 05403
- Plan Type: 401(k)
- Total Participants: 65
- Total Assets: $6.4M
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 | 65 | $6.4M | $133,610 | $263,911 |
| 2023 | 62 | $5.7M | $111,494 | $212,226 |
| 2022 | 57 | $4.9M | $109,130 | $214,496 |