Plan Snapshot
- Plan Sponsor: Hebeler Holdings LLC
- Sponsor EIN: 471584621
- Sponsor Address: 2000 MILITARY ROAD, TONAWANDA, NY, 14150
- Plan Type: 401(k)
- Total Participants: 87
- Total Assets: $13.5M
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 | 87 | $13.5M | $70,353 | $576,517 |
| 2023 | 101 | $11.6M | $67,344 | $529,004 |
| 2022 | 106 | $11.4M | $65,129 | $532,849 |
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 |
|---|---|---|---|---|
| CHIAMPOU, TRAVIS, BESAW & KERSHNER | Auditor | — | — | $0 |
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 | $575 | — | — | — | — |
| 2023 | $450 | — | — | — | — |
| 2022 | $10,328 | — | — | — | — |