Plan Snapshot
- Plan Sponsor: Hef-Usa, INC.
- Sponsor EIN: 311370673
- Sponsor Address: 2015 PROGRESS DRIVE, SPRINGFIELD, OH, 45505
- Plan Type: 401(k)
- Total Participants: 390
- Total Assets: $14.9M
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 | 390 | $14.9M | $622,955 | $1.2M |
| 2023 | 408 | $12.8M | $568,172 | $1.1M |
| 2022 | 358 | $10.9M | $528,060 | $1.2M |
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 |
|---|---|---|---|---|
| KRUGGEL LAWTON& COMPANY, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KRUGGEL LAWTON& COMPANY, LLC — 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 | $72,413 | $43,113 | — | — | — |
| 2023 | $67,304 | $40,109 | — | — | — |
| 2022 | $45,672 | — | — | — | — |