Plan Snapshot
- Plan Sponsor: C. William Hetzer, INC.
- Sponsor EIN: 520643997
- Sponsor Address: 9401 SHARPSBURG PIKE, HAGERSTOWN, MD, 21740
- Plan Type: 401(k)
- Total Participants: 157
- Total Assets: $10.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 157 | $10.6M | $614,140 | $526,210 |
| 2023 | 163 | $11.6M | $398,038 | $632,951 |
| 2022 | 159 | $10.5M | $386,117 | $624,387 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| VOYA RETIREMENT INS AND ANNUITY CO | SERVICE PROVIDER | $33,878 | — | $33,878 |
| SMITH ELLIOTT KEARNS & COMPANY, LLC | TPA | $12,717 | $9,347 | $22,064 |
| MORGAN STANLEY SMITH BARNEY LLC | BROKER/DEALER | — | $20,127 | $20,127 |
| ALBRIGHT CRUMBACKER MOUL & ITELL | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $76,069
- Estimated Expense Ratio: 0.715% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $46,595 | $69 | $40,276 | — | — |
| 2023 | $41,931 | — | $41,931 | — | — |
| 2022 | $36,308 | — | $36,308 | — | — |