Plan Snapshot
- Plan Sponsor: Heritage Wealth Management INC
- Sponsor EIN: 453200533
- Sponsor Address: 0 GOVERNORS AVE STE 34, MEDFORD, MA, 021553026
- Plan Type: 401(k)
- Total Participants: 5
- Total Assets: $238,099
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 5 | $238,099 | $19,569 | $62,238 |
| 2023 | 4 | $133,026 | $11,544 | $27,285 |
| 2022 | 4 | $76,018 | $5,780 | $13,552 |