Plan Snapshot
- Plan Sponsor: Heyward-Charlotte Incorporated
- Sponsor EIN: 562114478
- Sponsor Address: 2101-A CAMBRIDGE BELTWAY DRIVE, CHARLOTTE, NC, 28273
- Plan Type: 401(k)
- Total Participants: 24
- Total Assets: $12.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 24 | $12.9M | $148,508 | $208,098 |
| 2023 | 24 | $12.7M | $105,304 | $162,761 |
| 2022 | 23 | $11.1M | $103,010 | $119,981 |