# Heritage Aviation, INC. 401(k) Plan
Source: https://planprovider.pro/companies/heritage-aviation-inc-401k-plan

> Heritage Aviation, INC.'s 401(k) plan: 65 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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