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

> Heritage Enterprises INC.'s 401(k) plan: 11 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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|

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