Plan Snapshot
- Plan Sponsor: Heritage Health Solutions, INC.
- Sponsor EIN: 271516386
- Sponsor Address: 750 CANYON DRIVE, COPPELL, TX, 75019
- Plan Type: 401(k)
- Total Participants: 64
- Total Assets: $4.0M
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 | 64 | $4.0M | $121,699 | $474,549 |
| 2023 | 69 | $3.2M | $135,572 | $504,901 |
| 2022 | 54 | $2.8M | $120,394 | $448,905 |