Plan Snapshot
- Plan Sponsor: Heritage Pointe
- Sponsor EIN: 330260314
- Sponsor Address: 27356 BELLOGENTE, MISSION VIEJO, CA, 926916341
- Plan Type: 401(k)
- Total Participants: 80
- Total Assets: $1.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 80 | $1.8M | $0 | $0 |
| 2023 | 137 | $1.5M | $0 | $0 |