Plan Snapshot
- Plan Sponsor: Heritage Enterprises INC.
- Sponsor EIN: 364952422
- Sponsor Address: 18171 BRYANT RD., LAKE OSWEGO, OR, 97034
- Plan Type: 401(k)
- Total Participants: 11
- Total Assets: $515,782
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 11 | $515,782 | $0 | $30,431 |
| 2024 | 11 | $515,782 | $0 | $30,431 |
| 2023 | 9 | $418,368 | $14,735 | $83,304 |
| 2022 | 5 | $264,630 | $8,420 | $63,589 |