Heritage Distribution Holdings Opco LLC
Plan context: Heritage Distribution Holdings 401(K) Plan
EIN 87-1969363 • 3 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
1,165
2024 Assets
$89,256,879
2024 Contributions
$20,857,978
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 2 | 1,165 | $89,256,879 | $20,857,978 | $17,904iApproximate average salary by contribution assumption: employee only about $447,596 at 4% or $298,397 at 6%; with 50% employer match about $298,397 at 4% or $198,932 at 6%; with 100% employer match about $223,798 at 4% or $149,199 at 6%. |
| Heritage Distribution Holdings 401(K) Plan | - | 1,165 | $89,256,879 | $20,857,978 | $17,904iApproximate average salary by contribution assumption: employee only about $447,596 at 4% or $298,397 at 6%; with 50% employer match about $298,397 at 4% or $198,932 at 6%; with 100% employer match about $223,798 at 4% or $149,199 at 6%. |
| Heritage Distribution Holdings Wrap Benefit Plan | - | 916 | - | - | - |
| 2023 | 1 | 849 | $69,410,182 | $6,860,852 | $8,081iApproximate average salary by contribution assumption: employee only about $202,027 at 4% or $134,685 at 6%; with 50% employer match about $134,685 at 4% or $89,790 at 6%; with 100% employer match about $101,014 at 4% or $67,342 at 6%. |
| Heritage Distribution Holdings 401(K) Plan | - | 849 | $69,410,182 | $6,860,852 | $8,081iApproximate average salary by contribution assumption: employee only about $202,027 at 4% or $134,685 at 6%; with 50% employer match about $134,685 at 4% or $89,790 at 6%; with 100% employer match about $101,014 at 4% or $67,342 at 6%. |