Plan Snapshot
- Plan Sponsor: Heritage Ms Co.
- Sponsor EIN: 823078879
- Sponsor Address: 4805 BOB WILLS DRIVE, FORT WORTH, TX, 76244
- Plan Type: 401(k)
- Total Participants: 3
- Total Assets: $349,791
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 | 3 | $349,791 | $2,088 | $1,896 |
| 2023 | 3 | $349,791 | $2,088 | $1,896 |
| 2022 | 2 | $349,273 | $1,763 | $1,924 |
| 2020 | 2 | $349,273 | $1,763 | $1,924 |
| 2019 | 3 | $234,420 | $2,229 | $9,361 |