# James S. Heaton Company, INC./Halo Electronics, INC. 401(k) Plan
Source: https://planprovider.pro/companies/james-s-heaton-company-inc-halo-electronics-inc-401k-plan

> James S. Heaton Company, INC./Halo Electronics, INC.'s 401(k) plan: 20 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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|

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