# Heico Holding, INC. 401(k) Plan
Source: https://planprovider.pro/companies/heico-holding-inc-401k-plan

> Heico Holding, INC.'s 401(k) plan: 5,714 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/empower) — NONE

- [UBS FINANCIAL SERVICES, INC.](https://planprovider.pro/provider/aspire-financial-services) — NONE

- [GRANT THORNTON LLP](https://planprovider.pro/provider/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|—|—|—|

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