Plan Snapshot
- Plan Sponsor: Heidelberg Engineering, INC.
- Sponsor EIN: 363970797
- Sponsor Address: 10 FORGE PARKWAY, FRANKLIN, MA, 02038
- Plan Type: 401(k)
- Total Participants: 101
- Total Assets: $15.3M
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 | 101 | $15.3M | $499,286 | $1.2M |
| 2023 | 98 | $13.4M | $459,334 | $1.1M |
| 2022 | 91 | $10.1M | $369,068 | $1.1M |
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 |
|---|---|---|---|---|
| PAVENTO, RATCLIFFE, RENZI & CO. LLC | 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 | $3,477 | $646 | — | — | — |
| 2023 | $3,017 | $548 | — | — | — |
| 2022 | $1,066,572 | — | $2,235 | — | — |