Plan Snapshot
- Plan Sponsor: Edwin L. Heim Company
- Sponsor EIN: 231265924
- Sponsor Address: 470 FRIENDSHIP ROAD, HARRISBURG, PA, 17111
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 172
- Total Assets: $88.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 172 | $88.2M | $4.3M | $1.2M |
| 2023 | 160 | $82.5M | $3.5M | $1.1M |
| 2022 | 154 | $73.0M | $2.9M | $908,114 |
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 |
|---|---|---|---|---|
| FULTON FINANCIAL ADVISORS | Other Service Provider | $123,512 | $10,886 | $134,398 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $134,398
- Estimated Expense Ratio: 0.152% 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 | $125,052 | — | — | — | — |
| 2023 | $127,707 | — | — | — | — |
| 2022 | $105,062 | — | — | — | $105,062 |