Plan Snapshot
- Plan Sponsor: Kjersten Heron, PLLC
- Sponsor EIN: 832091890
- Sponsor Address: 104 N. 15TH STREET, MOUNT VERNON, WA, 98273
- Plan Type: DC
- Plan Number: 001
- Total Participants: 4
- Total Assets: $204,515
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 4 | $204,515 | $18,815 | $0 |
| 2023 | 4 | $173,076 | $39,304 | $0 |
| 2022 | 5 | $324,395 | $6,276 | $0 |
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