# Heating & Plumbing Engineers, INC. 401(k) Plan
Source: https://planprovider.pro/companies/heating-plumbing-engineers-inc-401k-plan

> Heating & Plumbing Engineers, INC.'s 401(k) plan: 68 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Heating & Plumbing Engineers, INC.

- **Sponsor EIN:** 840440524

- **Sponsor Address:** 407 FILLMORE PLACE, COLORADO SPRINGS, CO, 80907

- **Plan Type:** 401(k)

- **Total Participants:** 68

- **Total Assets:** $7.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **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|68|$7.7M|$130,454|$275,462|

| 2023|60|$7.5M|$120,973|$292,467|

| 2022|58|$6.7M|$144,368|$293,802|

## 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|

| KESTRA INVESTMENT SERVICES LLC|ADVISOR|$34,994|—|$34,994|

| KESTRA ADVISORY SERVICES|INVESTMENT ADVISOR|$7,816|—|$7,816|

| SSA PC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [KESTRA INVESTMENT SERVICES LLC](https://planprovider.pro/provider/sentinel-group) — ADVISOR

- [KESTRA ADVISORY SERVICES](https://planprovider.pro/provider/john-hancock) — INVESTMENT ADVISOR

- [SSA PC](https://planprovider.pro/provider/ssa-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $42,810

- **Estimated Expense Ratio:** 0.556% 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|$43,398|$42,810|$206|—|—|

| 2023|$38,622|$38,197|—|—|—|

| 2022|$50,290|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/heating-plumbing-engineers-inc-401k-plan)

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