# Heritage Wealth Management INC 401(k) Plan
Source: https://planprovider.pro/companies/heritage-wealth-management-inc-401k-plan-001-0533

> Heritage Wealth Management INC's 401(k) plan: 5 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 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|

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