Plan Snapshot
- Plan Sponsor: Heritage Family Practice Associates, P.C.
- Sponsor EIN: 541529168
- Sponsor Address: 4001 FAIR RIDGE DRIVE, FAIRFAX, VA, 22033
- Plan Type: 401(k)
- Total Participants: 17
- Total Assets: $2.2M
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 | 17 | $2.2M | $27,381 | $69,559 |
| 2023 | 12 | $2.0M | $25,154 | $59,296 |
| 2022 | 13 | $1.7M | $28,293 | $78,684 |