P 401(k) Plan Report

Stable plan record

NEW HERITAGE CAPITAL, LLC 401(K) PROFIT SHARING PLAN

Sponsored by NEW HERITAGE CAPITAL, LLC · EIN/PN 208046976-001

Selected filing history

These charts use the selected public filing for each year and keep unreported values blank.

Employer money per active participant
2025
$10,949
Administrative cost per participant
2025
$2,389
Active participants
2025
15
Total plan assets
2025
$4,105,745
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260507144006NAL000370968000115$10,949
Public filing identifier

The EIN and plan number are public filing identifiers. 401(k) Plan Report does not expose unrelated personal data.