Plan Snapshot
- Plan Sponsor: Heritage Bank Of St. Tammany
- Sponsor EIN: 720308220
- Sponsor Address: 205 N. COLUMBIA STREET, COVINGTON, LA, 70433
- Plan Type: 401(k)
- Total Participants: 27
- Total Assets: $4.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 27 | $4.0M | $69,121 | $130,219 |
| 2023 | 28 | $4.2M | $72,093 | $146,728 |
| 2022 | 27 | $3.3M | $71,386 | $131,787 |