# Heritage Health Solutions, INC. 401(k) Plan
Source: https://planprovider.pro/companies/heritage-health-solutions-inc-401k-plan

> Heritage Health Solutions, INC.'s 401(k) plan: 64 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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