# Heimark Distributing, LLC 401(k) Plan
Source: https://planprovider.pro/companies/heimark-distributing-llc-plan

> Heimark Distributing, LLC's 401(k) plan: 194 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|—|

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