Plan Snapshot
- Plan Sponsor: Heritage Enterprises
- Sponsor EIN: 833918297
- Sponsor Address: 12 COLES ROCK ROAD, MERRIMACK, NH, 03054
- Plan Type: 401(k)
- Total Participants: 4
- Total Assets: $797,670
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 | 4 | $797,670 | $1,799 | $4,497 |
| 2023 | 4 | $782,269 | $3,166 | $7,915 |
| 2022 | 4 | $713,997 | $1,798 | $2,359 |