Plan Snapshot
- Plan Sponsor: Heritage Wealth Advisors
- Sponsor EIN: 364579334
- Sponsor Address: 919 EAST MAIN STREET SUITE 950, RICHMOND, VA, 23219
- Plan Type: 401(k)
- Total Participants: 37
- Total Assets: $4.6M
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 | 37 | $4.6M | $422,409 | $416,564 |
| 2023 | 47 | $4.1M | $370,005 | $302,075 |
| 2022 | 42 | $3.6M | $311,205 | $335,519 |