Hearthstone Utilities INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Hearthstone Utilities INC.
  • Sponsor EIN: 273003768
  • Sponsor Address: 184 SHUMAN BLVD, NAPERVILLE, IL, 60563
  • Plan Type: 401(k)
  • Plan Number: 002
  • Total Participants: 224
  • Total Assets: $22.6M

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: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2023224$22.6M$1.6M$1.3M
2022267$19.8M$1.5M$1.3M

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