Plan Snapshot
- Plan Sponsor: Heritage Cadillac, INC.
- Sponsor EIN: 362148149
- Sponsor Address: 303 WEST ROOSEVELT ROAD, LOMBARD, IL, 60148
- Plan Type: 401(k)
- Total Participants: 42
- Total Assets: $3.2M
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 | 42 | $3.2M | $22,433 | $287,307 |
| 2023 | 52 | $2.9M | $21,100 | $229,150 |
| 2022 | 43 | $2.6M | $23,219 | $188,246 |