Plan Snapshot
- Plan Sponsor: Heritage Capital Associates INC
- Sponsor EIN: 934257906
- Sponsor Address: 634 HARING FARM COURT, RIVER VALE, NJ, 07675
- Plan Type: 401(k)
- Total Participants: 1
- Total Assets: $699,325
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. |
|---|
| 2024 | 1 | $699,325 | $0 | $0 |