Plan Snapshot
- Plan Sponsor: Heico Holding, INC.
- Sponsor EIN: 361622665
- Sponsor Address: 27501 BELLA VISTA PARKWAY, WARRENVILLE, IL, 60555
- Plan Type: 401(k)
- Total Participants: 5,714
- Total Assets: $437.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 5,714 | $437.5M | $11.5M | $26.4M |
| 2023 | 5,259 | $400.4M | $10.0M | $23.9M |
| 2022 | 5,967 | $346.5M | $8.0M | $18.7M |
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 |
|---|---|---|---|---|
| EMPOWER | NONE | $234,336 | — | $234,336 |
| UBS FINANCIAL SERVICES, INC. | NONE | $116,573 | — | $116,573 |
| GRANT THORNTON LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EMPOWER — NONE
- UBS FINANCIAL SERVICES, INC. — NONE
- GRANT THORNTON LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $350,909
- Estimated Expense Ratio: 0.080% 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 | $350,909 | $116,573 | — | — | — |
| 2023 | $321,416 | $111,459 | — | — | — |
| 2022 | $624,040 | $131,107 | — | — | — |