Plan Snapshot
- Plan Sponsor: Heritage Builders Of Waterbury, LLC
- Sponsor EIN: 223541685
- Sponsor Address: P.O. BOX 1261, MIDDLEBURY, CT, 06762
- Plan Type: 401(k)
- Total Participants: 2
- Total Assets: $1.9M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 2 | $1.9M | $58,717 | $0 |
| 2023 | 2 | $1.5M | $17,624 | $30,000 |
| 2022 | 2 | $1.4M | $19,753 | $0 |