# Heritage Enterprises 401(k) Plan
Source: https://planprovider.pro/companies/heritage-enterprises-401k-plan

> Heritage Enterprises's 401(k) plan: 4 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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