Heritage Aviation, INC. DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Heritage Aviation, INC.
  • Sponsor EIN: 020617193
  • Sponsor Address: 228 AVIATION AVENUE, SOUTH BURLINGTON, VT, 054036029
  • Plan Type: DC
  • Total Participants: 53
  • Total Assets: $7.3M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202453$7.3M$43,962$0
202354$6.2M$329,095$0
202247$6.4M$55,018$0