# Williams Heritage Investments, INC. 401(k) Plan
Source: https://planprovider.pro/companies/williams-heritage-investments-inc-401k-plan

> Williams Heritage Investments, INC.'s 401(k) plan: 4 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Williams Heritage Investments, INC.

- **Sponsor EIN:** 272886682

- **Sponsor Address:** 1625 S. MAIN ST, KELLER, TX, 76248

- **Plan Type:** 401(k)

- **Total Participants:** 4

- **Total Assets:** $399,985

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **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|4|$399,985|$0|$0|

| 2023|4|$481,507|$0|$0|

| 2022|3|$393,109|$0|$0|

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