# Heritage Millwork INC 401(k) Plan
Source: https://planprovider.pro/companies/heritage-millwork-inc-401k-plan

> Heritage Millwork INC's 401(k) plan: 76 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Heritage Millwork INC

- **Sponsor EIN:** 411864718

- **Sponsor Address:** 6190 MCKINLEY ST NW, RAMSEY, MN, 55303

- **Plan Type:** 401(k)

- **Total Participants:** 76

- **Total Assets:** $6.9M

## 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|76|$6.9M|$108,140|$368,613|

| 2023|74|$6.0M|$114,529|$350,320|

| 2022|70|$4.7M|$103,483|$330,069|

## Similar Plans

- [Condux International, INC.](https://planprovider.pro/companies/condux-international-inc-401k-plan) — 74 participants

- [Golden Valley Supply Co.](https://planprovider.pro/companies/golden-valley-supply-co-401k-plan) — 61 participants

- [E.H. Enterprises, LLC Dba Pella Northland](https://planprovider.pro/companies/e-h-enterprises-llc-dba-pella-northland-401k-plan) — 135 participants

- [Herregan Distributors, INC.](https://planprovider.pro/companies/herregan-distributors-inc-401k-plan) — 137 participants

- [Herregan Distributors, INC.](https://planprovider.pro/companies/herregan-distributors-inc-plan-002) — 137 participants

- [Metro Brick INC.](https://planprovider.pro/companies/metro-brick-inc-401k-plan) — 9 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/heritage-millwork-inc-401k-plan)

© 2026 PlanProvider.Pro