Plan Snapshot
- Plan Sponsor: Mfs Heritage Trust Company
- Sponsor EIN: 571187281
- Sponsor Address: 111 HUNTINGTON AVENUE, BOSTON, MA, 02199
- Plan Type: 401(k)
- Plan Number: 027
- Total Participants: 0
- Total Assets: $40.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 0 | $40.0M | $0 | $0 |
| 2023 | 0 | $30.8M | $0 | $0 |
| 2022 | 0 | $26.6M | $0 | $0 |