# Heritage Pointe 401(k) Plan
Source: https://planprovider.pro/companies/heritage-pointe-401k-plan

> Heritage Pointe's 401(k) plan: 80 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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