Plan Snapshot
- Plan Sponsor: Heymann, Manders, Green & Sommer, LLC
- Sponsor EIN: 223702662
- Sponsor Address: 10000 SAGEMORE DRIVE SUITE 10101, MARLTON, NJ, 08053
- Plan Type: 401(k)
- Total Participants: 59
- Total Assets: $8.6M
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 | 59 | $8.6M | $129,128 | $297,842 |
| 2023 | 44 | $7.2M | $107,980 | $263,169 |
| 2022 | 40 | $5.8M | $475,855 | $239,155 |