# Heritage Wealth Advisors 401(k) Plan
Source: https://planprovider.pro/companies/heritage-wealth-advisors-401k-plan

> Heritage Wealth Advisors's 401(k) plan: 37 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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