# Heritage Benefit Consultants, INC. 401(k) Plan
Source: https://planprovider.pro/companies/heritage-benefit-consultants-inc-401k-plan

> Heritage Benefit Consultants, INC.'s 401(k) plan: 4 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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|

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