Plan Snapshot
- Plan Sponsor: Heritage Millwork INC
- Sponsor EIN: 411864718
- Sponsor Address: 16767 GATEWAY RD NW, ELK RIVER, MN, 55330
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 92
- Total Assets: $7.5M
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. |
|---|
| 2025 | 92 | $7.5M | $0 | $0 |
| 2024 | 76 | $6.9M | $108,140 | $368,613 |
| 2023 | 74 | $6.0M | $114,529 | $350,320 |
| 2022 | 70 | $4.7M | $103,483 | $330,069 |