Plan Snapshot
- Plan Sponsor: The Heart Group, PA
- Sponsor EIN: 593556178
- Sponsor Address: 311 N. CLYDE MORRIS BLVD., DAYTONA BEACH, FL, 32114
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: No
- 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. |
|---|
| 2024 | 0 | $0 | $0 | $0 |
| 2023 | 2 | $3.5M | $9,555 | $60,000 |
| 2022 | 3 | $3.0M | $6,474 | $56,000 |