Plan Snapshot
- Plan Sponsor: Edwin L. Heim Company
- Sponsor EIN: 231265924
- Sponsor Address: 470 FRIENDSHIP ROAD, HARRISBURG, PA, 17111
- Plan Type: 401(k)
- 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. |
|---|---|---|---|---|
| 2025 | 172 | $88.2M | $0 | $0 |
| 2024 | 160 | $82.5M | $0 | $0 |
| 2023 | 154 | $73.0M | $0 | $0 |
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 |
|---|---|---|---|---|
| BROWN PLUS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BROWN PLUS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 |
|---|---|---|---|---|---|
| 2025 | $125,052 | — | — | — | — |
| 2024 | $127,707 | — | — | — | — |
| 2023 | $105,062 | — | — | — | $105,062 |