Plan Snapshot
- Plan Sponsor: James S. Heaton Company, INC./Halo Electronics, INC.
- Sponsor EIN: 941695802
- Sponsor Address: 2933 BUNKER HILL LANE, SUITE 200, SANTA CLARA, CA, 95054
- Plan Type: 401(k)
- Total Participants: 20
- Total Assets: $10.2M
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. |
|---|
| 2025 | 20 | $10.2M | $170,109 | $207,442 |
| 2024 | 18 | $8.7M | $0 | $191,144 |
| 2023 | 18 | $7.6M | $170,817 | $192,624 |
| 2022 | 18 | $6.3M | $150,578 | $166,687 |