Plan Snapshot
- Plan Sponsor: Union Heritage Capital LLC
- Sponsor EIN: 851283046
- Sponsor Address: 7 WEST SQUARE LAKE ROAD, BLOOMFIELD HILLS, MI, 48304
- Plan Type: 401(k)
- Total Participants: 7
- Total Assets: $16,072
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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. |
|---|
| 2025 | 7 | $16,072 | $0 | $14,339 |
| 2024 | 5 | $491 | $0 | $0 |
| 2023 | 1 | $477 | $4,000 | $0 |
| 2022 | 1 | $899 | $8,909 | $6,750 |