Plan Snapshot
- Plan Sponsor: Heritage Benefit Consultants, INC.
- Sponsor EIN: 060991349
- Sponsor Address: 680 MAIN STREET, WATERTOWN, CT, 06795
- Plan Type: 401(k)
- Total Participants: 4
- Total Assets: $777,754
Key Plan Design Features
- Auto-Enrollment: Yes
- 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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 4 | $777,754 | $48,975 | $14,744 |
| 2024 | 4 | $777,754 | $48,975 | $14,744 |
| 2023 | 4 | $742,006 | $1,213 | $8,600 |
| 2022 | 4 | $585,669 | $5,188 | $14,927 |