Plan Snapshot
- Plan Sponsor: Heritage Restoration LLC
- Sponsor EIN: 042894657
- Sponsor Address: 170 PLEASANT STREET, ROCKLAND, MA, 02370
- Plan Type: 401(k)
- Total Participants: 17
- Total Assets: $2.4M
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 | 17 | $2.4M | $41,877 | $59,454 |
| 2023 | 11 | $4.8M | $218,185 | $62,161 |
| 2022 | 15 | $4.1M | $184,251 | $62,083 |