Plan Snapshot
- Plan Sponsor: Heidelberg Americas, INC.
- Sponsor EIN: 592272302
- Sponsor Address: 1000 GUTENBERG DRIVE, KENNESAW, GA, 30144
- Plan Type: 401(k)
- Total Participants: 445
- Total Assets: $228.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 445 | $228.7M | $1.5M | $5.5M |
| 2023 | 461 | $215.2M | $1.5M | $5.5M |
| 2022 | 464 | $192.6M | $1.4M | $5.2M |
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 |
|---|---|---|---|---|
| FRAZIER & DEETER | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FRAZIER & DEETER — 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 | $179,637 | $79,260 | — | — | — |
| 2023 | $147,305 | $72,663 | — | — | — |
| 2022 | $141,669 | $86,823 | $54,546 | — | — |