Plan Snapshot
- Plan Sponsor: Heritage Insurance Group, INC
- Sponsor EIN: 862594747
- Sponsor Address: 1600 HERITAGE LANDING STE 113, SAINT CHARLES, MO, 63303
- Plan Type: 401(k)
- Total Participants: 2
- Total Assets: $170,484
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. |
|---|
| 2024 | 2 | $170,484 | $0 | $0 |
| 2023 | 2 | $0 | $0 | $0 |
| 2022 | 2 | $34,701 | $0 | $0 |