Plan Snapshot
- Plan Sponsor: New Heights Training And Consulting
- Sponsor EIN: 823444729
- Sponsor Address: 231 MARKET PLACE, SAN RAMON, CA, 94583
- Plan Type: 401(k)
- Total Participants: 1
- Total Assets: $491,859
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 1 | $491,859 | $12,067 | $50,776 |
| 2023 | 1 | $491,859 | $12,067 | $50,776 |
| 2022 | 1 | $457,959 | $40,000 | $2,769 |