# Heidtman Steel Products 401(k) Plan
Source: https://planprovider.pro/companies/heidtman-steel-products-340930923-003

> Heidtman Steel Products's 401(k) plan: 654 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Heidtman Steel Products

- **Sponsor EIN:** 340930923

- **Sponsor Address:** 2401 FRONT STREET, TOLEDO, OH, 43605

- **Plan Type:** 401(k)

- **Plan Number:** 003

- **Total Participants:** 654

- **Total Assets:** $72.6M

## 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:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|654|$72.6M|$1.6M|$3.5M|

| 2023|764|$75.3M|$1.9M|$3.3M|

| 2022|729|$72.7M|$488,106|$2.0M|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|Recordkeeper|$108,771|—|$108,771|

| UBS FINANCIAL SERVICES INC|Investment Advisor|$90,743|$1,083|$91,826|

| WILLIAM VAUGHAN COMPANY|Auditor|$22,895|—|$22,895|

| APPLE GROWTH PARTNERS|Investment Advisor|$18,992|—|$18,992|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [UBS FINANCIAL SERVICES INC](https://planprovider.pro/provider/aspire-financial-services) — Investment Advisor

- [WILLIAM VAUGHAN COMPANY](https://planprovider.pro/provider/william-vaughan-company) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $242,484

- **Estimated Expense Ratio:** 0.334% 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|$241,401|$109,715|$122,790|$8,896|—|

| 2023|$225,942|$128,825|$88,023|$9,094|—|

| 2022|$196,916|$82,744|$70,488|—|$43,684|

## Similar Plans

- [Hill & Smith Group Holdings, INC.](https://planprovider.pro/companies/hill-smith-group-holdings-inc-401k-plan) — 1,633 participants

- [Hill & Smith Group Holdings, INC.](https://planprovider.pro/companies/hill-smith-group-holdings-inc-474129834-501) — 1,562 participants

- [Anomatic Corporation](https://planprovider.pro/companies/anomatic-corporation-401k-plan) — 776 participants

- [Pro-Tec Coating Company](https://planprovider.pro/companies/pro-tec-coating-company-251635459-502) — 650 participants

- [Forest City Technologies, INC.](https://planprovider.pro/companies/forest-city-technologies-inc-401k-plan) — 518 participants

- [Heidtman Steel Products, INC.](https://planprovider.pro/companies/heidtman-steel-products-inc-340930923-501) — 518 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/heidtman-steel-products-340930923-003)

© 2026 PlanProvider.Pro