# Union Heritage Capital LLC 401(k) Plan
Source: https://planprovider.pro/companies/union-heritage-capital-llc-851283046-001

> Union Heritage Capital LLC's 401(k) plan: 7 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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)

- **Plan Number:** 001

- **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|$0|

| 2024|5|$491|$0|$0|

| 2023|1|$477|$4,000|$0|

| 2022|1|$899|$8,909|$6,750|

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