Plan Snapshot
- Plan Sponsor: H.E.P. Materials Corp.
- Sponsor EIN: 160912572
- Sponsor Address: 446 WATERLOO GENEVA RD, WATERLOO, NY, 13165
- Plan Type: 401(k)
- Total Participants: 158
- Total Assets: $3.9M
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 | 158 | $3.9M | $9,675 | $200,336 |
| 2023 | 149 | $3.9M | $0 | $198,822 |
| 2022 | 153 | $3.6M | $0 | $175,399 |
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 |
|---|---|---|---|---|
| DAVIE KAPLAN , CPA, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DAVIE KAPLAN , CPA, P.C. — 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 |
|---|---|---|---|---|---|
| 2024 | $607,990 | — | $32,486 | — | — |
| 2023 | $340,912 | — | $37,503 | — | — |
| 2022 | $30,447 | — | — | — | — |