Plan Snapshot
- Plan Sponsor: Heimark Distributing, LLC
- Sponsor EIN: 951969507
- Sponsor Address: P O BOX 3985, SANTA FE SPRINGS, CA, 90670
- Plan Type: 401(k)
- Total Participants: 194
- Total Assets: $41.1M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 194 | $41.1M | $677,645 | $808,326 |
| 2023 | 226 | $41.5M | $601,943 | $830,744 |
| 2022 | 231 | $37.3M | $636,370 | $739,398 |
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 |
|---|---|---|---|---|
| CROWE LLP | 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 | $41,295 | — | — | — | — |
| 2023 | $35,615 | — | — | — | — |
| 2022 | $4,507 | — | — | — | — |