Plan Snapshot
- Plan Sponsor: Naples Heritage Golf & Country Club, INC.
- Sponsor EIN: 650626636
- Sponsor Address: 8150 HERITAGE CLUB WAY, NAPLES, FL, 34112
- Plan Type: 401(k)
- Total Participants: 56
- Total Assets: $3.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 56 | $3.3M | $74,079 | $170,358 |
| 2023 | 74 | $2.9M | $72,304 | $154,927 |
| 2022 | 55 | $2.3M | $54,195 | $120,191 |