Plan Snapshot
- Plan Sponsor: Heritage Building Group, INC.
- Sponsor EIN: 232651312
- Sponsor Address: 865 EASTON ROAD, WARRINGTON, PA, 18976
- Plan Type: 401(k)
- Total Participants: 28
- Total Assets: $6.4M
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 | 28 | $6.4M | $30,488 | $113,568 |
| 2023 | 28 | $5.1M | $35,453 | $120,298 |
| 2022 | 25 | $4.1M | $37,329 | $125,944 |