Heritage Care, INC. DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Heritage Care, INC.
  • Sponsor EIN: 812486052
  • Sponsor Address: 321 A TRAVIS STREET, LAFAYETTE, LA, 70503
  • Plan Type: DC
  • Total Participants: 66
  • Total Assets: $6.6M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202466$6.6M$0$0
202345$3.4M$0$0
202242$2.9M$0$0

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