# Heapy Engineering DC Plan
Source: https://planprovider.pro/companies/heapy-engineering-plan

> Heapy Engineering's DC plan: 250 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Heapy Engineering

- **Sponsor EIN:** 311743951

- **Sponsor Address:** 1400 W DOROTHY LANE, DAYTON, OH, 454091310

- **Plan Type:** DC

- **Total Participants:** 250

- **Total Assets:** $38.2M

## 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|250|$38.2M|$934,193|$2.2M|

| 2023|219|$34.8M|$819,516|$1.9M|

| 2022|202|$27.5M|$734,171|$1.7M|

## 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|

| EVERHART ADVISORS|INVESTMENT ADVISORY|$63,454|—|$63,454|

| TRANSAMERICA RETIREMENT SOLUTIONS|RECORDKEEPER|$53,597|—|$53,597|

| CREATIVE RETIREMENT SYSTEMS, INC.|TPA|$6,339|$464|$6,803|

| RSM US LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [EVERHART ADVISORS](https://planprovider.pro/provider/everhart-advisors) — INVESTMENT ADVISORY

- [TRANSAMERICA RETIREMENT SOLUTIONS](https://planprovider.pro/provider/transamerica) — RECORDKEEPER

- [RSM US LLP](https://planprovider.pro/provider/rsm-us-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $123,854

- **Estimated Expense Ratio:** 0.324% 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|$188,025|—|—|—|—|

| 2023|$157,197|—|—|—|—|

| 2022|$94,345|—|—|—|—|

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